How big is Carini Financial, LLC's plan?

Carini Financial, LLC's plan reported $250K in assets and 3 participants for 2025.

Original filing (PDF)20260408074201NAL0008435169001

Carini Financial, LLC

Name: Carini Financial, LLC — Carini Financial Retirement, Form 5500 (2025)
Creator: Carini Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carini Financial Retirement Savings Plan

401(k) retirement plan · Carini Financial, LLC's Carini Financial Retirement Savings Plan held $250K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$250K

Net assets (EOY)

$250K

Plan identifiers

Carini Financial, LLC's EIN is 83-1127778.

EIN 83-1127778

Plan number 001

Plan year 2025

ACK ID 20260408074201NAL0008435169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carini Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carini Financial, 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 CARINI FINANCIAL, 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