CARMEL & NACCASHA, LLP 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
47
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score
89
/ 100
Grade A
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
63
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARMEL & NACCASHA, LLP.
Plan sponsor
Name
CARMEL & NACCASHA, LLP
EIN
20-1546679
Address
694 SANTA ROSA STREET · SAN LUIS OBISPO, CA · 93401
Phone
(805) 546-8785
Industry
Law Offices· Professional & Technical Servicessee all
