How big is Carlos Bakery Inc.'s plan?

Carlos Bakery Inc.'s plan reported $2.1M in assets and 263 participants for 2024.

Original filing (PDF)20250819120344NAL0003770432001

Carlos Bakery Inc.

Name: Carlos Bakery Inc. — Carlos Bakery Inc. 401(k), Form 5500 (2024)
Creator: Carlos Bakery Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlos Bakery Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carlos Bakery Inc.'s Carlos Bakery Inc. 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 263 participants in 2024.

Signals · 1

No auditor on file

Active participants

263

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

RHEA Salinas signed Carlos Bakery Inc.'s 2024 Form 5500 as plan administrator.

RHEA Salinas — 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

Carlos Bakery Inc.'s EIN is 22-2978915.

EIN 22-2978915

Plan number 001

Plan year 2024

ACK ID 20250819120344NAL0003770432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlos Bakery Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlos Bakery Inc.'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 CARLOS BAKERY INC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score