Original filing (PDF)20250226182715NAL0002342224001

Carbon Partners, LLC

Name: Carbon Partners, LLC — Carbon Partners 401(k) Plan &, Form 5500 (2024)
Creator: Carbon Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carbon Partners 401(k) Plan & Trust 2

401(k) retirement plan · Carbon Partners, LLC's Carbon Partners 401(k) Plan & Trust 2 filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

MR. Kevin Buckby signed Carbon Partners, LLC's 2024 Form 5500 as plan administrator.

MR. Kevin Buckby — 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

Carbon Partners, LLC's EIN is 35-2559755.

EIN 35-2559755

Plan number 003

Plan year 2024

ACK ID 20250226182715NAL0002342224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carbon Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carbon Partners, LLC's plan includes 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 CARBON PARTNERS, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CARBON PARTNERS, LLC

EIN

all filings

Address

548 MARKET STREET PMB 16116 · SAN FRANCISCO, CA · 94104

Phone

(415) 341-5656

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-02-26

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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

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