How big is Carmichael Financial LLC's plan?

Carmichael Financial LLC's plan reported $822K in assets and 6 participants for 2025.

Original filing (PDF)20260405191132NAL0008023859001

Carmichael Financial LLC

Name: Carmichael Financial LLC — Carmichael Financial LLC, Form 5500 (2025)
Creator: Carmichael Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carmichael Financial LLC 401(k) Plan

401(k) retirement plan · Carmichael Financial LLC's Carmichael Financial LLC 401(k) Plan held $822K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$822K

Net assets (EOY)

$822K

People on this filing

Elizabeth Carmichael signed Carmichael Financial LLC's 2025 Form 5500 as plan administrator.

Elizabeth Carmichael — 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

Carmichael Financial LLC's EIN is 27-3954248.

EIN 27-3954248

Plan number 001

Plan year 2025

ACK ID 20260405191132NAL0008023859001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carmichael Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carmichael 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 CARMICHAEL 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