How big is Carabin and Shaw, PC's plan?

Carabin and Shaw, PC's plan reported $2.8M in assets and 23 participants for 2024.

Original filing (PDF)20251005154840NAL0001687651001

Carabin and Shaw, PC

Name: Carabin and Shaw, PC — Carabin and Shaw PC 401(k), Form 5500 (2024)
Creator: Carabin and Shaw, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carabin and Shaw PC 401(k) Plan

401(k) retirement plan · Carabin and Shaw, PC's Carabin and Shaw PC 401(k) Plan held $2.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Tracey Leonard signed Carabin and Shaw, PC's 2024 Form 5500 as plan administrator.

Tracey Leonard — 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

Carabin and Shaw, PC's EIN is 74-2742395.

EIN 74-2742395

Plan number 001

Plan year 2024

ACK ID 20251005154840NAL0001687651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carabin and Shaw, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carabin and Shaw, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARABIN AND SHAW, PC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CARABIN AND SHAW, PC

EIN

all filings

Address

875 E. ASHBY PLACE, SUITE 1100 · SAN ANTONIO, TX · 78212

Phone

(210) 232-2609

Industry

Law Offices· Professional & Technical Services

Plan administrator