How big is Robert E. Carroll, CPA's plan?

Robert E. Carroll, CPA's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20251015151024NAL0002641827001

Robert E. Carroll, CPA

Name: Robert E. Carroll, CPA — Robert E. Carroll, CPA, Form 5500 (2024)
Creator: Robert E. Carroll, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert E. Carroll, CPA 401(k) Plan

401(k) retirement plan · Robert E. Carroll, CPA's Robert E. Carroll, CPA 401(k) Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jeremy J. Schira signed Robert E. Carroll, CPA's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Robert E. Carroll, CPA's EIN is 35-2492680.

EIN 35-2492680

Plan number 001

Plan year 2024

ACK ID 20251015151024NAL0002641827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert E. Carroll, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert E. Carroll, CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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