How big is Carter Lubrication's plan?

Carter Lubrication's plan reported $45K in assets and 15 participants for 2024.

Original filing (PDF)20250729135918NAL0003405665001

Carter Lubrication

Name: Carter Lubrication — Carter Lubrication 401(k), Form 5500 (2024)
Creator: Carter Lubrication
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Lubrication 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carter Lubrication's Carter Lubrication 401(k) Profit Sharing Plan & Trust held $45K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

People on this filing

Edward Rojas signed Carter Lubrication's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Carter Lubrication's EIN is 84-1248823.

EIN 84-1248823

Plan number 001

Plan year 2024

ACK ID 20250729135918NAL0003405665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter Lubrication from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Lubrication's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CARTER LUBRICATION

EIN

all filings

Address

6635 S DAYTON ST STE 350 · GREENWOOD VILLAGE, CO · 801116171

Phone

(303) 356-3403

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator