How big is Carleton Construction's plan?

Carleton Construction's plan reported $5.1M in assets and 57 participants for 2024.

Original filing (PDF)20250623101342NAL0014463890001

Carleton Construction

Name: Carleton Construction — Form 5500 (2024)
Creator: Carleton Construction
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Carleton Construction held $5.1M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

David Cohenour signed Carleton Construction's 2024 Form 5500 as plan administrator.

David Cohenour — 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

Carleton Construction's EIN is 75-2569799.

EIN 75-2569799

Plan number 001

Plan year 2024

ACK ID 20250623101342NAL0014463890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carleton Construction'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 CARLETON CONSTRUCTION.

Finding similar companies…

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CARLETON CONSTRUCTION

EIN

all filings

Address

4201 SPRING VALLEY ROAD · SUITE 800 · DALLAS, TX · 75244

Phone

(972) 980-9810

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

RUDD Construction, Inc.

RUDD Construction, Inc. 401(k) PS Plan

$5.1M · 28 participants

Velocity Construction of Virginia, Inc.

Velocity Construction of Virginia, Inc. 401(k) Profit Sharing Plan

$5.1M · 13 participants

Payne & Tompkins Design Renovations, LLC

Payne & Tompkins Design Renovations, LLC 401(k) Profit Sharing Plan

$5.1M · 30 participants

Gemstar Construction Corporation

Gemstar Construction Corporation Defined Contribution Plan

$5.1M · 22 participants

Imperial Shade and Venetian Blind Co.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.