How big is Carriage Partners, LLC's plan?

Carriage Partners, LLC's plan reported $674K in assets and 2 participants for 2023.

Original filing (PDF)20241015182951NAL0017045651001

Carriage Partners, LLC

Name: Carriage Partners, LLC — Carriage Partners, LLC, Form 5500 (2023)
Creator: Carriage Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carriage Partners, LLC Defined Benefit Plan

Defined-benefit pension plan · Carriage Partners, LLC's Carriage Partners, LLC Defined Benefit Plan held $674K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$674K

Net assets (EOY)

$674K

Plan identifiers

Carriage Partners, LLC's EIN is 81-2175928.

EIN 81-2175928

Plan number 002

Plan year 2023

ACK ID 20241015182951NAL0017045651001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Carriage Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Carriage Partners, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARRIAGE PARTNERS, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score