Original filing (PDF)20240701094956NAL0005192944001

Carrero Mortgage Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Carrero Mortgage Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carrero Mortgage Advisors LLC's Carrero Mortgage Advisors LLC 401(k) Profit Sharing Plan & Trust held $20K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CARRERO MORTGAGE ADVISORS LLC

EIN

81-3715433all filings

Address

1571 E SANDPIPER CIR · PEMBROKE PINES, FL · 33026

Phone

(305) 767-2627

Industry