How big is Genie Carmel Mountain LLC's plan?

Genie Carmel Mountain LLC's plan reported $18K in assets and 186 participants for 2025.

Original filing (PDF)20260519151033NAL0001455120001

Genie Carmel Mountain LLC

Name: Genie Carmel Mountain LLC — Genie Carmel Mountain, Form 5500 (2025)
Creator: Genie Carmel Mountain LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genie Carmel Mountain LLC - 401(k)

401(k) retirement plan · Genie Carmel Mountain LLC's Genie Carmel Mountain LLC - 401(k) held $18K in plan assets for 186 participants in 2025.

Signals · 1

No auditor on file

Active participants

186

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

David Younan signed Genie Carmel Mountain LLC's 2025 Form 5500 as plan administrator.

David Younan — 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

Genie Carmel Mountain LLC's EIN is 46-3089326.

EIN 46-3089326

Plan number 001

Plan year 2025

ACK ID 20260519151033NAL0001455120001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Genie Carmel Mountain LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Genie Carmel Mountain 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 GENIE CARMEL MOUNTAIN LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score