How big is Carlton Edwards, PLLC's plan?

Carlton Edwards, PLLC's plan reported $415K in assets and 12 participants for 2024.

Original filing (PDF)20250710082949NAL0008440784001

Carlton Edwards, PLLC

Name: Carlton Edwards, PLLC — Carlton Edwards, PLLC, Form 5500 (2024)
Creator: Carlton Edwards, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlton Edwards, PLLC Retirement Trust

401(k) retirement plan · Carlton Edwards, PLLC's Carlton Edwards, PLLC Retirement Trust held $415K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$415K

Net assets (EOY)

$415K

People on this filing

Plan Sponsor signed Carlton Edwards, PLLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Carlton Edwards, PLLC's EIN is 81-1476066.

EIN 81-1476066

Plan number 001

Plan year 2024

ACK ID 20250710082949NAL0008440784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlton Edwards, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlton Edwards, PLLC'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 CARLTON EDWARDS, PLLC.

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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