Original filing (PDF)20250516135531NAL0015519491001

CARINI FINANCIAL, LLC

Name: CARINI FINANCIAL, LLC — CARINI FINANCIAL RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: CARINI FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

CARINI FINANCIAL RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

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.

Decision-maker contacts

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

Plan sponsor

Name

CARINI FINANCIAL, LLC

EIN

83-1127778all filings

Address

527 12TH STREET · HAMMONTON, NJ · 08037

Phone

(856) 401-0401

Industry

Finance & Insurancesee 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

2025-05-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BOWLINE FINANCIAL LLC

BOWLINE FINANCIAL LLC 401(K) PLAN

$83K · 3 participants

ZACHARY SCHLEGEL

ZACHARY SCHLEGEL 401(K) PLAN

$83K · 3 participants

RAVENROCK WEALTH PARTNERS LLC

RAVENROCK WEALTH PARTNERS 401(K) PSP

$83K · 1 participants

ANTONIO C. BECCARI DBA THE BECCARI AND WERDEL WEALTH MANAGEMENT GROUP

THE BECCARI AND WERDEL WEALTH MANAGEMENT GROUP 401(K) PLAN

$82K · 3 participants

ANFIELD CAPITAL MANAGEMENT, LLC

ANFIELD CAPITAL MANAGEMENT, LLC 401K PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.