Original filing (PDF)20250721155040NAL0004297106001

CASA SAN CARLO LLC

Name: CASA SAN CARLO LLC — Form 5500 (2024)
Creator: CASA SAN CARLO LLC

Form 5500-SF

FILING_RECEIVED

CASA SAN CARLO LLC

401(k) retirement plan

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASA SAN CARLO LLC.

Plan sponsor

Name

CASA SAN CARLO LLC

EIN

82-1252807

Address

913 ARENDELL ST · MOREHEAD CITY, NC · 28557

Phone

(919) 349-9378

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

FERNANDO MORALES FONSECA

FERNANDO MORALES 401(K) PLAN

$6K · 12 participants

SALEHAS SMOKEHOUSE CORPORATION

SALEHAS SMOKEHOUSE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$6K · 17 participants

GLOBAL PROTECTION SECURITY

$6K · 2 participants

MELMAY LLC

MELMAY LLC 401(K)

$6K · 11 participants

RELICUS OKLAHOMA MENS CLINIC OKC

RELICUS OKC 401K PLAN

$6K · 7 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 11% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.