How big is Carlson & Jayakumar, LLP's plan?

Carlson & Jayakumar, LLP's plan reported $2.0M in assets and 11 participants for 2024.

Original filing (PDF)20250804164856NAL0001461283001

Carlson & Jayakumar, LLP

Name: Carlson & Jayakumar, LLP — Carlson & Jayakumar, LLP, Form 5500 (2024)
Creator: Carlson & Jayakumar, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson & Jayakumar, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Carlson & Jayakumar, LLP's Carlson & Jayakumar, LLP 401(k) Profit Sharing Plan held $2.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Carlson & Jayakumar, LLP's EIN is 46-1450607.

EIN 46-1450607

Plan number 001

Plan year 2024

ACK ID 20250804164856NAL0001461283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson & Jayakumar, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson & Jayakumar, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSON & JAYAKUMAR, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CARLSON & JAYAKUMAR, LLP

EIN

all filings

Address

2424 SE BRISTOL STREET, SUITE 300 · NEWPORT BEACH, CA · 92660

Phone

(949) 222-2008

Industry

Law Offices· Professional & Technical Services

Plan administrator