Original filing (PDF)20250728065549NAL0001610577001

SHAWN EVANS LTD.

Name: SHAWN EVANS LTD. — THE CARRIAGE COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHAWN EVANS LTD.

Form 5500-SF

FILING_RECEIVED

THE CARRIAGE COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$766K

Net assets (EOY)

$766K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAWN EVANS LTD..

Plan sponsor

Name

SHAWN EVANS LTD.

DBA

THE CARRIAGE COMPANY

EIN

56-2386666

Address

1031 N MEMORIAL DR · LANCASTER, OH · 431301747

Phone

(740) 653-4455

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

DREAM CITY AUTO SALES LLC

DREAM CITY AUTO SALES LLC 401(K) PROFIT SHARING PLAN & TRUST

$768K · 18 participants

AUTOBUY, INC. DBA J.D. BYRIDER

AUTOBUY, INC. DBA J.D. BYRIDER 401(K) PLAN

$768K · 10 participants

RMC AUTO GROUP, INC. DBA RMC MOTORCARS

RMC MOTORCARS 401(K) PLAN

$764K · 6 participants

FIDUCIARY WISE, LLC FBO C.L. HYMAN AUTO WHOLESALE, INC.

ETF ADVISOR K MEP FIDUCIARY WISE, LLC

$756K · 6 participants

NUMBER 1 USED CARS, LLC

NUMBER 1 USED CARS 401(K) PROFIT SHARING PLAN