Original filing (PDF)20250730091024NAL0004427713001

Carley Corporation

Name: Carley Corporation — Carley Corporation 401(k) Plan, Form 5500 (2024)
Creator: Carley Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Carley Corporation 401(k) Plan

401(k) retirement plan · Carley Corporation's Carley Corporation 401(k) Plan held $13.5M in plan assets for 141 participants in 2024, with Vanguard as recordkeeper.

Active participants

141

Accounts w/ balance

230

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLEY CORPORATION.

Plan sponsor

Name

CARLEY CORPORATION

EIN

59-3067791all filings

Address

12802 SCIENCE DRIVE, SUITE 300 · ORLANDO, FL · 32826

Phone

(407) 894-5575

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD GROUP, INC.	23-1945930	—	RECORDKEEPING	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RESOURCES INVESTMENT ADVISORS	43-1451524	—	INVESTMENT ADVISOR	$20K	—
ONE DIGITAL INVESTMENT ADVISORS

Investments

26 direct securities · 1 pooled fund· $13.5M(100% 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.

Mutual Funds

$12.0M

21 holdings

Other securities

$1.4M

4 holdings

Common Collective Trust

$114K

1 holding

Bonds / Notes

$51K

1 holding

					% of plan
American Funds American Funds Trgt Date Ret 2040 R6	Mutual Funds	—	—	$2.5M	18.5%
American Funds American Funds Trgt Date Ret 2030 R6	Mutual Funds	—	—	$1.9M	14.1%
s * Vanguard 500 Index Adm	Mutual Funds	—	—	$1.5M	10.8%
American Funds American Funds Trgt Date Ret 2035 R6	Mutual Funds	—	—	$1.2M	8.8%
American Funds American Funds Trgt Date Ret 2025 R6	Mutual Funds	—	—	$1.1M	8.4%
Harbor Capital Appreciation Ret	Other securities	—	—	$998K	7.4%
American Funds American Funds Trgt Date Ret 2050 R6	Mutual Funds	—	—	$687K	5.1%
American Funds American Funds Trgt Date Ret 2045 R6	Mutual Funds	—	—	$585K	4.3%
American Funds American Funds Trgt Date Ret 2055 R6	Mutual Funds	—	—	$556K	4.1%
American Funds American Funds Trgt Date Ret 2060 R6	Mutual Funds	—	—	$288K	2.1%
MFS International Diversification R6	Mutual Funds	—	—	$274K	2.0%
MFS Mid Cap Growth	Mutual Funds	—	—	$271K	2.0%
Victory Sycamore Established Val R6	Other securities	—	—	$259K	1.9%
Janus Henderson Triton N	Mutual Funds	—	—	$188K	1.4%
Vanguard Equity Income Adm	Mutual Funds	—	—	$170K	1.3%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$168K	1.2%
American Funds American Funds Trgt Date Ret 2020 R6	Mutual Funds	—	—	$167K	1.2%
Vanguard Small-Cap Index Adm	Mutual Funds	—	—	$149K	1.1%
T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$114K	0.8%
American Funds American Funds Trgt Date Ret 2065 R6	Mutual Funds	—	—	$83K	0.6%
American Funds American Funds Trgt Date Ret 2010 R6	Mutual Funds	—	—	$78K	0.6%
Allspring Special Small Cap Value R6	Other securities	—	—	$76K	0.6%
Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$69K	0.5%
Notes receivable from participants Interest rates ranging from 4.25% to 9.5%	Bonds / Notes	—	—	$51K	0.4%
Hartford Total Return Bond R6	Other securities	—	—	$44K	0.3%
American Funds American Funds Trgt Date Ret 2015 R6	Mutual Funds	—	—	$17K	0.1%
Vanguard Total Intl Stock Index Adm	Mutual Funds	—	—	$13K	<0.1%