How big is Carleton, Inc.'s plan?

Carleton, Inc.'s plan reported $7.3M in assets and 32 participants for 2025.

Original filing (PDF)20260501095325NAL0001372418001

Carleton, Inc.

Name: Carleton, Inc. — Carleton, Inc. Employees' 401(k), Form 5500 (2025)
Creator: Carleton, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carleton, Inc. Employees' 401(k) Plan

401(k) retirement plan · Carleton, Inc.'s Carleton, Inc. Employees' 401(k) Plan held $7.3M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Sarah EW Milovich signed Carleton, Inc.'s 2025 Form 5500 as plan administrator.

Sarah EW Milovich — 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

Carleton, Inc.'s EIN is 35-1827505.

EIN 35-1827505

Plan number 001

Plan year 2025

ACK ID 20260501095325NAL0001372418001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carleton, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carleton, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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