How big is David Carrie LLC's plan?

David Carrie LLC's plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260514133527NAL0010456752001

David Carrie LLC

Name: David Carrie LLC — David Carrie LLC Cash Balance, Form 5500 (2025)
Creator: David Carrie LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Carrie LLC Cash Balance Plan

Defined-benefit pension plan · David Carrie LLC's David Carrie LLC Cash Balance Plan held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

William Millis signed David Carrie LLC's 2025 Form 5500 as plan administrator.

William Millis — 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

David Carrie LLC's EIN is 20-3590759.

EIN 20-3590759

Plan number 002

Plan year 2025

ACK ID 20260514133527NAL0010456752001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David Carrie LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David Carrie LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID CARRIE 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score