How big is Carret Asset Management, LLC's plan?

Carret Asset Management, LLC's plan reported $7.1M in assets and 22 participants for 2025.

Original filing (PDF)20260416121801NAL0022418608001

Carret Asset Management, LLC

Name: Carret Asset Management, LLC — Carret Asset, Form 5500 (2025)
Creator: Carret Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carret Asset Management, LLC 401(k) Plan

401(k) retirement plan · Carret Asset Management, LLC's Carret Asset Management, LLC 401(k) Plan held $7.1M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Marco VEGA signed Carret Asset Management, LLC's 2025 Form 5500 as plan administrator.

Marco VEGA — 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

Carret Asset Management, LLC's EIN is 55-0863498.

EIN 55-0863498

Plan number 003

Plan year 2025

ACK ID 20260416121801NAL0022418608001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carret Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carret Asset Management, 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 CARRET ASSET MANAGEMENT, LLC.

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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

Knocking points off