· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE CARLTON COMPANY — THE CARLTON COMPANY 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241001120141NAL0007030833001
THE CARLTON COMPANY
Form 5500-SF
FILING_RECEIVED
THE CARLTON COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE CARLTON COMPANY
.
Find decision makers
Plan sponsor
Name
THE CARLTON COMPANY
EIN
47-2726140
Address
7705 RALSTON ROAD · ARVADA, CO · 80002
Phone
(303) 422-8888
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
HAA CAPITAL LLC
HAA CAPITAL LLC PROFIT SHARING PLAN & TRUST
$1.2M · 3 participants
TURNER TEAM, INC.
TURNER REALTORS 401(K) PLAN
$1.2M · 4 participants
LANCE VERMEULEN REAL ESTATE, INC.
LANCE VERMEULEN REAL ESTATE, INC. CASH BALANCE PENSION PLAN
$1.2M · 2 participants
UNIVERSAL REAL ESTATE SERVICES, INC
UNIVERSAL REAL ESTATE SERVICE, INC. 401(K) PLAN
$1.2M · 30 participants
CORBY MORTGAGE SERVICES INC.
CORBY MORTGAGE SERVICES INC. 401(K) PROFIT SHARING PLAN TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 5 participants
EMPOWERHOME SERVICES, LLC
EMPOWERHOME CASH BALANCE PLAN
$1.2M · 71 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
