Original filing (PDF)20251126140550NAL0002521747001

Carnation Financial

Name: Carnation Financial — Carnation Financial SOCA, Form 5500 (2024)
Creator: Carnation Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carnation Financial SOCA Benefit Plan

Health & welfare plan · Carnation Financial's Carnation Financial SOCA Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Carnation Financial's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Carnation Financial's EIN is 46-4974730.

EIN 46-4974730

Plan number 501

Plan year 2024

ACK ID 20251126140550NAL0002521747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carnation Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carnation Financial's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score