How big is Carter, Boyd, Lisson & Hohensee's plan?

Carter, Boyd, Lisson & Hohensee's plan reported $5.8M in assets and 10 participants for 2024.

Original filing (PDF)20250605120520NAL0020352544001

Carter, Boyd, Lisson & Hohensee

Name: Carter, Boyd, Lisson & Hohensee — Carter, Boyd, Form 5500 (2024)
Creator: Carter, Boyd, Lisson & Hohensee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter, Boyd, Lisson & Hohensee 401(k) Plan

401(k) retirement plan · Carter, Boyd, Lisson & Hohensee's Carter, Boyd, Lisson & Hohensee 401(k) Plan held $5.8M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Carter, Boyd, Lisson & Hohensee's EIN is 75-2685484.

EIN 75-2685484

Plan number 001

Plan year 2024

ACK ID 20250605120520NAL0020352544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter, Boyd, Lisson & Hohensee from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter, Boyd, Lisson & Hohensee's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER, BOYD, LISSON & HOHENSEE.

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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