Original filing (PDF)20250512085824NAL0011233763001

THE CARLYLE APPELLATE LAW FIRM, P. A.

Name: THE CARLYLE APPELLATE LAW FIRM, P. A. — THE CARLYLE APPELLATE LAW FIRM, P. A. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: THE CARLYLE APPELLATE LAW FIRM, P. A.

Form 5500-SF

FILING_RECEIVED

THE CARLYLE APPELLATE LAW FIRM, P. A. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CARLYLE APPELLATE LAW FIRM, P. A..

Plan sponsor

Name

THE CARLYLE APPELLATE LAW FIRM, P. A.

EIN

59-3452239

Address

116 ORANGE AVE. · LEESBURG, FL · 34748

Phone

(352) 787-1455

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator