How big is David Carroll Associates Inc.'s plan?

David Carroll Associates Inc.'s plan reported $698K in assets and 33 participants for 2024.

Original filing (PDF)20250728091139NAL0002930866001

David Carroll Associates Inc.

Name: David Carroll Associates Inc. — David Carroll, Form 5500 (2024)
Creator: David Carroll Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Carroll Associates Inc. 401(k) Retirement Plan

401(k) retirement plan · David Carroll Associates Inc.'s David Carroll Associates Inc. 401(k) Retirement Plan held $698K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

People on this filing

Nicole Fornaci signed David Carroll Associates Inc.'s 2024 Form 5500 as plan administrator.

Nicole Fornaci — 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

David Carroll Associates Inc.'s EIN is 26-3903621.

EIN 26-3903621

Plan number 001

Plan year 2024

ACK ID 20250728091139NAL0002930866001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

David Carroll Associates 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 DAVID CARROLL ASSOCIATES 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

Knocking points off