· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARLIN & ASSOCIATES INC. APC — CARLIN & ASSOCIATES 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522150112NAL0002742579001
CARLIN & ASSOCIATES INC. APC
Form 5500-SF
FILING_RECEIVED
CARLIN & ASSOCIATES 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
20
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARLIN & ASSOCIATES INC. APC
.
Find decision makers
Plan sponsor
Name
CARLIN & ASSOCIATES INC. APC
EIN
82-2251861
Address
1000 FOURTH STREET · SUITE 500 · SAN RAFAEL, CA · 94901
Phone
(415) 530-3406
Industry
CPA Offices
· Professional & Technical Services
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
2025-05-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
FRANZ CPAS, INC.
FRANZ CPAS INC. 401(K) PROFIT SHARING PLAN
$1.2M · 7 participants
LEFKOVITS MADSEN & RICHARDSON
LEFKOVITS MADSEN & RICHARDSON 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 8 participants
NOVAK, BARHORST & PACHECO ACCOUNTANTS AND CONSULTANTS INC
NOVAK, BARHORST & PACHECO ACCOUNTANTS AND CONSULTANTS INC 401(K) PLAN
$1.2M · 5 participants
ALESSANDRO AND ASSOCIATES CPA, PLLC
ALESSANDRO AND ASSOCIATES CPA PLLC RETIREMENT PLAN
$1.2M · 8 participants
JONES & MCINTYRE PLLC
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JONES & MCINTYRE PLLC 401(K) PLAN
$1.2M · 5 participants
HOLTMAN, WILSON, & TERRELL PC
HOLTMAN WILSON & TERRELL PC 401(K) PROFIT SHARING PLAN
$1.2M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
