How big is Carney & Appleby PLC's plan?

Carney & Appleby PLC's plan reported $1.9M in assets and 16 participants for 2025.

Original filing (PDF)20260513131300NAL0009235696001

Carney & Appleby PLC

Name: Carney & Appleby PLC — Carney & Appleby PLC 401(k), Form 5500 (2025)
Creator: Carney & Appleby PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carney & Appleby PLC 401(k) Plan

401(k) retirement plan · Carney & Appleby PLC's Carney & Appleby PLC 401(k) Plan held $1.9M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Scott Hall signed Carney & Appleby PLC's 2025 Form 5500 as plan administrator.

Scott Hall — 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

Carney & Appleby PLC's EIN is 42-1468101.

EIN 42-1468101

Plan number 001

Plan year 2025

ACK ID 20260513131300NAL0009235696001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carney & Appleby PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carney & Appleby PLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARNEY & APPLEBY PLC.

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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