How big is Carey Group LLC's plan?

Carey Group LLC's plan reported $232K in assets and 2 participants for 2024.

Original filing (PDF)20250514100955NAL0042822114001

Carey Group LLC

Name: Carey Group LLC — Carey Group LLC 401(k) Profit, Form 5500 (2024)
Creator: Carey Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carey Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carey Group LLC's Carey Group LLC 401(k) Profit Sharing Plan & Trust held $232K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

People on this filing

Regina Demilia signed Carey Group LLC's 2024 Form 5500 as plan administrator.

Regina Demilia — 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

Carey Group LLC's EIN is 20-1647662.

EIN 20-1647662

Plan number 001

Plan year 2024

ACK ID 20250514100955NAL0042822114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carey Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carey Group LLC'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 CAREY GROUP LLC.

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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