Original filing (PDF)20250722143402NAL0007298690001

Carrollton Enterprises Management Services, LLC

Name: Carrollton Enterprises Management Services, LLC — Form 5500 Plan 001 (2024)
Creator: Carrollton Enterprises Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carrollton Enterprises 401(k) Plan

401(k) retirement plan · Carrollton Enterprises Management Services, LLC's Carrollton Enterprises 401(k) Plan held $787K in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$787K

Net assets (EOY)

$787K

People on this filing

IAN Kelly signed Carrollton Enterprises Management Services, LLC's 2024 Form 5500 as plan administrator.

IAN Kelly — 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

Carrollton Enterprises Management Services, LLC's EIN is 45-0970712.

EIN 45-0970712

Plan number 001

Plan year 2024

ACK ID 20250722143402NAL0007298690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carrollton Enterprises Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carrollton Enterprises Management Services, LLC'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 CARROLLTON ENTERPRISES MANAGEMENT SERVICES, LLC.

Finding similar companies…

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