Original filing (PDF)20250618100712NAL0003304832001

CARLTON TECHNICAL SALES, LTD., T/A D.A. WILKENS ASSOCIATES

Name: CARLTON TECHNICAL SALES, LTD., T/A D.A. WILKENS ASSOCIATES — CTS 401(K) PLAN, Form 5500 (2024)
Creator: CARLTON TECHNICAL SALES, LTD., T/A D.A. WILKENS ASSOCIATES

Form 5500-SF

FILING_RECEIVED

CTS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

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.

Plan sponsor

Name

CARLTON TECHNICAL SALES, LTD., T/A D.A. WILKENS ASSOCIATES

EIN

23-2179376all filings

Address

2860 S. OCEAN BLVD. · APT 603 · PALM BEACH, FL · 33480

Phone

(610) 999-1672

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator