How big is The Carmel Hill Fund's plan?

The Carmel Hill Fund's plan reported $2.4M in assets and 27 participants for 2024.

Original filing (PDF)20251010170412NAL0013040512001

The Carmel Hill Fund

Name: The Carmel Hill Fund — The Carmel Hill Fund 401(k), Form 5500 (2024)
Creator: The Carmel Hill Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Carmel Hill Fund 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Carmel Hill Fund's The Carmel Hill Fund 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

KATE Garroway signed The Carmel Hill Fund's 2024 Form 5500 as plan administrator.

KATE Garroway — 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

The Carmel Hill Fund's EIN is 13-6881103.

EIN 13-6881103

Plan number 001

Plan year 2024

ACK ID 20251010170412NAL0013040512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Carmel Hill Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Carmel Hill Fund'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 THE CARMEL HILL FUND.

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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