How big is Carnegie Wealth Management LLC's plan?

Carnegie Wealth Management LLC's plan reported $698K in assets and 6 participants for 2024.

Original filing (PDF)20250711090749NAL0006156753004

Carnegie Wealth Management LLC

Name: Carnegie Wealth Management LLC — Carnegie Wealth, Form 5500 (2024)
Creator: Carnegie Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carnegie Wealth Management LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Carnegie Wealth Management LLC's Carnegie Wealth Management LLC 401(k) Retirement Savings Plan held $698K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

People on this filing

Deborah MALM signed Carnegie Wealth Management LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Carnegie Wealth Management LLC's EIN is 82-2413873.

EIN 82-2413873

Plan number 001

Plan year 2024

ACK ID 20250711090749NAL0006156753004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carnegie Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carnegie Wealth Management LLC'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 CARNEGIE WEALTH MANAGEMENT LLC.

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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