Original filing (PDF)20250929232706NAL0027883202001

CARREIRA QUINN FINANCIAL, LLC523900

Name: CARREIRA QUINN FINANCIAL, LLC523900 — CARREIRA QUINN FINANCIAL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CARREIRA QUINN FINANCIAL, LLC523900

Form 5500-SF

FILING_RECEIVED

CARREIRA QUINN FINANCIAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

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.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARREIRA QUINN FINANCIAL, LLC523900.

Plan sponsor

Name

CARREIRA QUINN FINANCIAL, LLC523900

EIN

83-1338306all filings

Address

133 S BUTLER STREET · SUITE 100 · MADISON, WI · 53704

Phone

(608) 286-1971

Industry

Finance & Insurancesee all

Plan administrator