How big is Carterbaldwin, Inc.'s plan?

Carterbaldwin, Inc.'s plan reported $9.9M in assets and 34 participants for 2024.

Original filing (PDF)20251008135029NAL0003330419001

Carterbaldwin, Inc.

Name: Carterbaldwin, Inc. — Carterbaldwin, Inc. 401(k), Form 5500 (2024)
Creator: Carterbaldwin, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carterbaldwin, Inc. 401(k) Plan

401(k) retirement plan · Carterbaldwin, Inc.'s Carterbaldwin, Inc. 401(k) Plan held $9.9M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

Jennifer Sobocinski signed Carterbaldwin, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Sobocinski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carterbaldwin, Inc.'s EIN is 13-4244882.

EIN 13-4244882

Plan number 001

Plan year 2024

ACK ID 20251008135029NAL0003330419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carterbaldwin, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carterbaldwin, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTERBALDWIN, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score