· 2022–2024 · DOL EFAST2

Carroll & Jameson Corporation — Daniel's Amish, Form 5500 (2025)

Original filing (PDF)20260611120220NAL0017349298001

Carroll & Jameson Corporation

Form 5500-SF

FILING_RECEIVED

Daniel's Amish Collection 401(k) Plan

401(k) retirement plan · Carroll & Jameson Corporation's Daniel's Amish Collection 401(k) Plan held $1.0M in plan assets for 71 participants in 2025.

Active participants

71

Accounts w/ balance

39

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Above-average plan

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

13

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARROLL & JAMESON CORPORATION.

Plan sponsor

Name

CARROLL & JAMESON CORPORATION

EIN

34-1468011all filings

Address

9190 MASSILLON ROAD · DUNDEE, OH · 44624

Phone

(330) 359-0400

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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