Original filing (PDF)20241113212406NAL0019510977001

WILLIAM R. CAREY & COMPANY INC.

Name: WILLIAM R. CAREY & COMPANY INC. — WILLIAM R CAREY & CO. 401K PLAN, Form 5500 (2023)
Creator: WILLIAM R. CAREY & COMPANY INC.

Form 5500-SF

FILING_RECEIVED

WILLIAM R CAREY & CO. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM R. CAREY & COMPANY INC..

Plan sponsor

Name

WILLIAM R. CAREY & COMPANY INC.

EIN

22-2859349

Address

140 W. ALLENDALE AVENUE · ALLENDALE, NJ · 07401

Phone

(201) 529-3900

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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