Original filing (PDF)20260226150011NAL0004201473001

Carlton Technical Sales, Ltd., T/a D.A. Wilkens Associates

Name: Carlton Technical Sales, Ltd., T/a D.A. Wilkens Associates — Form 5500 Plan 001 (2025)
Creator: Carlton Technical Sales, Ltd., T/a D.A. Wilkens Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CTS 401(k) Plan

401(k) retirement plan · Carlton Technical Sales, Ltd., T/a D.A. Wilkens Associates' CTS 401(k) Plan held $882K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$882K

Net assets (EOY)

$882K

Plan identifiers

Carlton Technical Sales, Ltd., T/a D.A. Wilkens Associates' EIN is 23-2179376.

EIN 23-2179376

Plan number 001

Plan year 2025

ACK ID 20260226150011NAL0004201473001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carlton Technical Sales, Ltd., T/a D.A. Wilkens Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carlton Technical Sales, Ltd., T/a D.A. Wilkens Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLTON TECHNICAL SALES, LTD., T/A D.A. WILKENS ASSOCIATES.

Finding similar companies…

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