Original filing (PDF)20260105094507NAL0005265537001

HOUSING AUTHORITY OF CARROLLTON KY

Name: HOUSING AUTHORITY OF CARROLLTON KY — HOUSING AUTHORITY OF CARROLLTON KY 401(A) RETIREMENT PLAN, Form 5500 (2024)
Creator: HOUSING AUTHORITY OF CARROLLTON KY

Form 5500-SF

FILING_RECEIVED

HOUSING AUTHORITY OF CARROLLTON KY 401(A) RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOUSING AUTHORITY OF CARROLLTON KY.

Plan sponsor

Name

HOUSING AUTHORITY OF CARROLLTON KY

EIN

61-0655091

Address

1201 9TH ST · CARROLLTON, KY · 41008

Phone

(502) 732-4330

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-01-05

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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