Original filing (PDF)20250317212015NAL0001815635001

MC WORD UP, INC. DBA WORD + CARR DESIGN GROUP

Name: MC WORD UP, INC. DBA WORD + CARR DESIGN GROUP — WORD + CARR DESIGN GROUP 401(K) PLAN, Form 5500 (2024)
Creator: MC WORD UP, INC. DBA WORD + CARR DESIGN GROUP

Form 5500-SF

FILING_RECEIVED

WORD + CARR DESIGN GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

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 (21st percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MC WORD UP, INC. DBA WORD + CARR DESIGN GROUP.

Plan sponsor

Name

MC WORD UP, INC. DBA WORD + CARR DESIGN GROUP

EIN

81-0598605all filings

Address

2201 N LAMAR BLVD · AUSTIN, TX · 78705

Phone

(512) 440-0013

Industry

Professional & Technical Servicessee all

Plan administrator