How big is Frank Carlisle Sr. ETAL PTR's plan?

Frank Carlisle Sr. ETAL PTR's plan reported $159K in assets and 24 participants for 2025.

Original filing (PDF)20260429140452NAL0005951987001

Frank Carlisle Sr. ETAL PTR

Name: Frank Carlisle Sr. ETAL PTR — Frank Carlisle Sr., Form 5500 (2025)
Creator: Frank Carlisle Sr. ETAL PTR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frank Carlisle Sr. ETAL PTR 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Frank Carlisle Sr. ETAL PTR's Frank Carlisle Sr. ETAL PTR 401(k) Profit Sharing Plan & Trust held $159K in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

People on this filing

Edward Rojas signed Frank Carlisle Sr. ETAL PTR's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Frank Carlisle Sr. ETAL PTR's EIN is 68-0300685.

EIN 68-0300685

Plan number 001

Plan year 2025

ACK ID 20260429140452NAL0005951987001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Frank Carlisle Sr. ETAL PTR from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Frank Carlisle Sr. ETAL PTR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANK CARLISLE SR ETAL PTR.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off