How big is Caroselli, Beachler & Coleman, LLC's plan?

Caroselli, Beachler & Coleman, LLC's plan reported $15.6M in assets and 13 participants for 2024.

Original filing (PDF)20250311133344NAL0010720739001

Caroselli, Beachler & Coleman, LLC

Name: Caroselli, Beachler & Coleman, LLC — Caroselli, Form 5500 (2024)
Creator: Caroselli, Beachler & Coleman, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caroselli, Beachler & Coleman Profit Sharing Plan

401(k) retirement plan · Caroselli, Beachler & Coleman, LLC's Caroselli, Beachler & Coleman Profit Sharing Plan held $15.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.6M

Net assets (EOY)

$15.6M

Plan identifiers

Caroselli, Beachler & Coleman, LLC's EIN is 25-1232007.

EIN 25-1232007

Plan number 001

Plan year 2024

ACK ID 20250311133344NAL0010720739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caroselli, Beachler & Coleman, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caroselli, Beachler & Coleman, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROSELLI, BEACHLER & COLEMAN, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CAROSELLI, BEACHLER & COLEMAN, LLC

EIN

all filings

Address

20 STANWIX STREET · SEVENTH FLOOR · PITTSBURGH, PA · 15222

Phone

(412) 391-9860

Industry

Law Offices· Professional & Technical Services

Plan administrator