How big is Carey Group's plan?

Carey Group's plan reported $3K in assets and 6 participants for 2024.

Original filing (PDF)20251229132410NAL0025930496001

Carey Group

Name: Carey Group — Carey Group CBS Benefit Plan, Form 5500 (2024)
Creator: Carey Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carey Group CBS Benefit Plan

Health & welfare plan · Carey Group's Carey Group CBS Benefit Plan held $3K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$841

People on this filing

Joseph HSU signed Carey Group's 2024 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carey Group's EIN is 61-1176339.

EIN 61-1176339

Plan number 502

Plan year 2024

ACK ID 20251229132410NAL0025930496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carey Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carey Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CAREY GROUP

EIN

all filings

Address

2640 SANDERSVILLE RD · LEXINGTON, KY · 40511

Phone

(859) 885-9444

Industry

Construction

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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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