How big is Carvant Financial LLC's plan?

Carvant Financial LLC's plan reported $926K in assets and 35 participants for 2024.

Original filing (PDF)20250811162855NAL0007390753001

Carvant Financial LLC

Name: Carvant Financial LLC — Carvant Financial LLC, Form 5500 (2024)
Creator: Carvant Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carvant Financial LLC - 401(k)

401(k) retirement plan · Carvant Financial LLC's Carvant Financial LLC - 401(k) held $926K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$926K

Net assets (EOY)

$926K

Plan identifiers

Carvant Financial LLC's EIN is 27-2397898.

EIN 27-2397898

Plan number 001

Plan year 2024

ACK ID 20250811162855NAL0007390753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carvant Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carvant Financial LLC'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 CARVANT FINANCIAL 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