How big is The Carbondale Limited Partnership's plan?

The Carbondale Limited Partnership's plan reported $20K in assets and 4 participants for 2025.

Original filing (PDF)20260430220707NAL0000225747088

The Carbondale Limited Partnership

Name: The Carbondale Limited Partnership — The Carbondale, Form 5500 (2025)
Creator: The Carbondale Limited Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Carbondale Limited Partnership 401(k) Plan

401(k) retirement plan · The Carbondale Limited Partnership's The Carbondale Limited Partnership 401(k) Plan held $20K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Elantha Barry signed The Carbondale Limited Partnership's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Carbondale Limited Partnership's EIN is 37-1106094.

EIN 37-1106094

Plan number 001

Plan year 2025

ACK ID 20260430220707NAL0000225747088

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Carbondale Limited Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Carbondale Limited Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CARBONDALE LIMITED PARTNERSHIP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

THE CARBONDALE LIMITED PARTNERSHIP

EIN

all filings

Address

666 DUNDEE RD. · SUITE 1703 · NORTHBROOK, IL · 60062

Phone

(847) 498-4848

Industry

Real Estate

Plan administrator