Back to filter
Original filing (PDF)20250724094109NAL0010994658001
CARSON-DELLOSA PUBLISHING, LLC
Form 5500
FILING_RECEIVED
CARSON-DELLOSA PUBLISHING, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARSON-DELLOSA PUBLISHING, LLC.
Plan sponsor
Name
CARSON-DELLOSA PUBLISHING, LLC
EIN
27-0645872
Address
657 BRIGHAM ROAD · SUITE A · GREENSBORO, NC · 27409
Phone
(336) 808-3250
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BRESLOW STARLING FROST WARNER BOGER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVENPORT & COMPANY, LLC | 54-1835842 | — | NONE | $32K | — |
| NWPS | 91-2090931 | — | NONE | $27K | — |
| BRESLOW STARLING FROST WARNER BOGER | 56-0593053 | — | NONE | $10K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GALLIARD RETIREMENT INCOME FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-5886387 / PN 082 | Common Collective Trust | $0 | — |
Related plans
Other plans using DAVENPORT & COMPANY, LLC
BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP
BROOKS PIERCE RETIREMENT AND SAVINGS PLAN
$154.7M · 183 participants
PLASSER AMERICAN CORPORATION
PLASSER AMERICAN CORPORATION 401K SAVINGS PLAN
$41.2M · 316 participants
PRECISION FABRICS GROUP, INC.
PRECISION FABRICS GROUP, INC. 401(K) PLAN
$37.7M · 475 participants
MOTHER MURPHYS LABORATORIES, INC.
EMPLOYEES RETIREMENT PLAN OF MOTHER MURPHYS LABORATORIES, INC.
$37.0M · 119 participants
EASTERN SHORE RURAL HEALTH SYSTEM, INC.
EASTERN SHORE RURAL HEALTH SYSTEM, INC. 403(B) PLAN
$20.8M · 344 participants
JUSTICE FAMILY GROUP, LLC
JUSTICE FAMILY GROUP 401(K) RETIREMENT PLAN
$18.7M · 639 participants
Similar-size Manufacturing plans
UNIFIED GRAPHICS, INC.
UNIFIED GRAPHICS, INC. 401(K) PROFIT SHARING PLAN
$0
ASSOCIATED BINDERY INC
ASSOCIATED BINDERY INC 401(K) PROFIT SHARING PLAN & TRUST
$0
THE PRINT SOURCE INC
THE PRINT SOURCE INC MEDOVA LIFESTYLE HEALTH PLAN
$0
A & R SCREENING LLC
A & R SCREENING LLC 401K AND PROFIT SHARING PLAN
$0
PRINTING INC OF LOUISVILLE DBA PI LOUISVILLE
PI LOUISVILLE 401(K) RETIREMENT PLAN
$0
PROGRESSIVE PRINTING SOLUTIONS I
PROGRESSIVE PRINTING SOLUTIONS INC 401(K) PLAN
$0
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants