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Original filing (PDF)20250908050316NAL0019105697001
CAROUSEL DEVELOPMENT & RESTORA
Form 5500
FILING_RECEIVED
CAROUSEL DEVELOPMENT & RESTORATION, INC. 401(K) PROFIT
401(k) retirement plan
Active participants
55
Accounts w/ balance
113
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROUSEL DEVELOPMENT & RESTORA.
Plan sponsor
Name
CAROUSEL DEVELOPMENT & RESTORA
EIN
59-2025370
Address
1450 SW 10TH ST STE 8 · DELRAY BEACH, FL · 33444
Phone
(561) 272-3700
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
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)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | PALM HARBOR, FL | ADVISOR | $0 | — |
Investments
29 direct securities · 2 pooled funds· $3.4M(83% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$2.9M
29 holdings
Common Collective Trust
$425K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FRANKLIN GROWTH FUND - R | Registered Investment Companies | — | — | $521K | 12.8% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $419K | 10.3% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $342K | 8.4% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $285K | 7.0% | |
| INVESCO EQUITY AND INCOME R | Registered Investment Companies | — | — | $261K | 6.4% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $249K | 6.1% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $215K | 5.3% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $171K | 4.2% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $104K | 2.6% | |
| VOYA CORPORATE LEADERS 100 R | Registered Investment Companies | — | — | $85K | 2.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $79K | 1.9% | |
| FIDELITY ADVISOR SMALL CAP - M | Registered Investment Companies | — | — | $72K | 1.8% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $70K | 1.7% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $53K | 1.3% | |
| MAC SCIENCE AND TECH R | Registered Investment Companies | — | — | $53K | 1.3% | |
| PUTNAM ASSET ALLOC GRTH R | Registered Investment Companies | — | — | $50K | 1.2% | |
| INVESCO COMSTOCK R | Registered Investment Companies | — | — | $49K | 1.2% | |
| PUTNAM ASSET ALLOC BAL R | Registered Investment Companies | — | — | $48K | 1.2% | |
| JPMORGAN GOVT BD FD - R2 | Registered Investment Companies | — | — | $47K | 1.2% | |
| THE HARTFORD HEALTHCARE R3 | Registered Investment Companies | — | — | $43K | 1.1% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $39K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $27K | 0.7% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $20K | 0.5% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $18K | 0.4% | |
| FIDELITY ADV VALUE STRATEGY M | Registered Investment Companies | — | — | $9K | 0.2% | |
| JANUS HENDERSON ENTERPRISE - R | Registered Investment Companies | — | — | $8K | 0.2% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $6K | 0.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $5K | 0.1% | |
| PUTNAM ASSET ALLOC CONS R | Registered Investment Companies | — | — | $3K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $2K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $1K | <0.1% |
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