How big is Carls Foundation's plan?

Carls Foundation's plan reported $1.1M in assets and 2 participants for 2025.

Original filing (PDF)20260505125300NAL0001531202001

Carls Foundation

Name: Carls Foundation — Carls Foundation 401(k) Profit, Form 5500 (2025)
Creator: Carls Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carls Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carls Foundation's Carls Foundation 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Elizabeth Stieg signed Carls Foundation's 2025 Form 5500 as plan administrator.

Elizabeth Stieg — 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

Carls Foundation's EIN is 38-6099935.

EIN 38-6099935

Plan number 001

Plan year 2025

ACK ID 20260505125300NAL0001531202001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carls Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carls Foundation'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 CARLS FOUNDATION.

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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