How big is Carlton Architecture, PA's plan?

Carlton Architecture, PA's plan reported $253K in assets and 7 participants for 2024.

Original filing (PDF)20250710082219NAL0014696882001

Carlton Architecture, PA

Name: Carlton Architecture, PA — Carlton Architecture, PA, Form 5500 (2024)
Creator: Carlton Architecture, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlton Architecture, PA Retirement Trust

401(k) retirement plan · Carlton Architecture, PA's Carlton Architecture, PA Retirement Trust held $253K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

People on this filing

Plan Sponsor signed Carlton Architecture, PA's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Carlton Architecture, PA's EIN is 20-4441064.

EIN 20-4441064

Plan number 001

Plan year 2024

ACK ID 20250710082219NAL0014696882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carlton Architecture, PA'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 CARLTON ARCHITECTURE, PA.

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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