How big is Richard S. Carson & Associates, Inc.'s plan?

Richard S. Carson & Associates, Inc.'s plan reported $7.2M in assets and 22 participants for 2025.

Original filing (PDF)20260424171559NAL0003297523001

Richard S. Carson & Associates, Inc.

Name: Richard S. Carson & Associates, Inc. — Richard S., Form 5500 (2025)
Creator: Richard S. Carson & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard S. Carson & Associates, Inc. 401(k) Plan

401(k) retirement plan · Richard S. Carson & Associates, Inc.'s Richard S. Carson & Associates, Inc. 401(k) Plan held $7.2M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Sherry Carson signed Richard S. Carson & Associates, Inc.'s 2025 Form 5500 as plan administrator.

Sherry Carson — 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

Richard S. Carson & Associates, Inc.'s EIN is 52-1152599.

EIN 52-1152599

Plan number 003

Plan year 2025

ACK ID 20260424171559NAL0003297523001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Richard S. Carson & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Richard S. Carson & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD S. CARSON & ASSOCIATES, INC..

Finding similar companies…

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 (86th percentile).

Plan sponsor

Name

RICHARD S. CARSON & ASSOCIATES, INC.

EIN

all filings

Address

4410 PRINCE ROAD · ROCKVILLE, MD · 208531303

Phone

(240) 731-3760

Industry

Professional & Technical Services

Plan administrator