Original filing (PDF)20240722131026NAL0016339056001

CARNEGIE CAPITAL ASSET MANAGEMENT LLC

Name: CARNEGIE CAPITAL ASSET MANAGEMENT LLC — CARNEGIE CAPITAL ASSET MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: CARNEGIE CAPITAL ASSET MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

CARNEGIE CAPITAL ASSET MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARNEGIE CAPITAL ASSET MANAGEMENT LLC.

Plan sponsor

Name

CARNEGIE CAPITAL ASSET MANAGEMENT LLC

EIN

26-4766975all filings

Address

30300 CHAGRIN BLVD. · PEPPER PIKE, OH · 44124

Phone

(216) 367-4106

Industry

Finance & Insurancesee all

Plan administrator