Original filing (PDF)20250729140927NAL0003422433001

CARR TOOL COMPANY

Name: CARR TOOL COMPANY — CARR TOOL COMPANY SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: CARR TOOL COMPANY

Form 5500-SF

FILING_RECEIVED

CARR TOOL COMPANY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$572

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARR TOOL COMPANY.

Plan sponsor

Name

CARR TOOL COMPANY

EIN

31-0578372

Address

575 SECURITY DRIVE · FAIRFIELD, OH · 45014

Phone

(513) 825-2900

Industry

Manufacturingsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

JOJESS INC

JOJESS INC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 163 participants

4TREEFARMS

4TREEFARMS 401(K) PROFIT SHARING PLAN & TRUST

$2K · 1 participants

AGRO NATURAL SCIENCES INC

AGRO NATURAL SCIENCES INC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 4 participants

QUINTINOS CONCRETE FLATWORK LL

QUINTINOS CONCRETE FLATWORK LL 401(K) PROFIT SHARING PLAN & TRUST

$2K · 5 participants

HOBBS RENTAL CORPORATION

HOBBS RENTAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST