How big is Carey Bros. Inc.'s plan?

Carey Bros. Inc.'s plan reported $98K in assets and 10 participants for 2024.

Original filing (PDF)20251009154912NAL0011795568001

Carey Bros. Inc.

Name: Carey Bros. Inc. — Carey Bros. Inc. 401(k) Plan, Form 5500 (2024)
Creator: Carey Bros. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carey Bros. Inc. 401(k) Plan

401(k) retirement plan · Carey Bros. Inc.'s Carey Bros. Inc. 401(k) Plan held $98K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

People on this filing

Richard Tatum signed Carey Bros. Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Carey Bros. Inc.'s EIN is 38-3955783.

EIN 38-3955783

Plan number 001

Plan year 2024

ACK ID 20251009154912NAL0011795568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carey Bros. Inc.'s plan includes 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 CAREY BROS. 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

Knocking points off