· 2022–2024 · DOL EFAST2

Carling Management LLC — Carling Management LLC, Form 5500 (2024)

Original filing (PDF)20250430150025NAL0002003329001

Carling Management LLC

Form 5500-SF

FILING_RECEIVED

Carling Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carling Management LLC's Carling Management LLC 401(k) Profit Sharing Plan & Trust held $367K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

1

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

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

66

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CARLING MANAGEMENT LLC

EIN

Address

400 MADISON AVE RM 11A · NEW YORK, NY · 100171948

Phone

(212) 610-1578

Industry

Other Services (ex. Public Admin)

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

2025-04-30

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 Other Services (ex. Public Admin) plans

Hancock Pharmacy 5 LLC

Hancock Pharmacy 5 LLC 401(k) Profit Sharing Plan & Trust

$367K · 14 participants

AO Apparel Inc.

AO Apparel Inc. 401(k) Plan

$367K · 2 participants

Ahida Garcia State Farm Agent

Ahida Garcia State Farm Agency 401(k) Plan

$367K · 9 participants

Priority One Real Estate Consultants

Priority One Real Estate Consultants 401(k) Plan

$367K · 3 participants

Three Leaf Productions

Three Leaf Productions 401(k) Profit Sharing Plan & Trust

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