How big is Carleton Inc.'s plan?

Carleton Inc.'s plan reported $4.8M in assets and 21 participants for 2024.

Original filing (PDF)20250430092808NAL0001152787001

Carleton Inc.

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

Form 5500-SF

FILING_RECEIVED

Carleton Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carleton Inc.'s Carleton Inc. 401(k) Profit Sharing Plan & Trust held $4.8M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Nicholas Carleton signed Carleton Inc.'s 2024 Form 5500 as plan administrator.

Nicholas Carleton — 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

Carleton Inc.'s EIN is 23-2596289.

EIN 23-2596289

Plan number 001

Plan year 2024

ACK ID 20250430092808NAL0001152787001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carleton 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 CARLETON INC.

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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