How big is The Carver Group Inc.'s plan?

The Carver Group Inc.'s plan reported $651K in assets and 4 participants for 2024.

Original filing (PDF)20250605054602NAL0011312257001

The Carver Group Inc.

Name: The Carver Group Inc. — Form 5500 (2024)
Creator: The Carver Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · The Carver Group Inc. held $651K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$651K

Net assets (EOY)

$651K

People on this filing

Mark Carver signed The Carver Group Inc.'s 2024 Form 5500 as plan administrator.

Mark Carver — 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

The Carver Group Inc.'s EIN is 35-2334608.

EIN 35-2334608

Plan number 001

Plan year 2024

ACK ID 20250605054602NAL0011312257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Carver Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Carver Group Inc.'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 THE CARVER GROUP INC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE CARVER GROUP INC

EIN

all filings

Address

503 32ND STREET · NEWPORT BEACH, CA · 92663

Phone

(949) 878-0520

Industry

Finance & Insurance

Plan administrator