How big is Carrier Services Group's plan?

Carrier Services Group's plan reported $729K in assets and 3 participants for 2024.

Original filing (PDF)20250528090700NAL0006392817001

Carrier Services Group

Name: Carrier Services Group — Carrier Services Group, Form 5500 (2024)
Creator: Carrier Services Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carrier Services Group 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Carrier Services Group's Carrier Services Group 401(k) Profit Sharing Plan and Trust held $729K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

People on this filing

Jenna Mason signed Carrier Services Group's 2024 Form 5500 as plan administrator.

Jenna Mason — 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

Carrier Services Group's EIN is 26-3899908.

EIN 26-3899908

Plan number 001

Plan year 2024

ACK ID 20250528090700NAL0006392817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carrier Services Group'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 CARRIER SERVICES GROUP.

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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