Original filing (PDF)20250915094838NAL0000973569001

CARROLL INVESTMENT MANAGEMENT, LLC

Name: CARROLL INVESTMENT MANAGEMENT, LLC — CIM, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CARROLL INVESTMENT MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CIM, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

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 average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARROLL INVESTMENT MANAGEMENT, LLC.

Plan sponsor

Name

CARROLL INVESTMENT MANAGEMENT, LLC

EIN

45-4435455

Address

4203 RICHMOND PLACE · TEXARKANA, TX · 75503

Phone

(903) 793-4014

Industry

Finance & Insurancesee all

Plan administrator