Original filing (PDF)20250728070418NAL0000586339001

CARLTON MANAGEMENT NY LLC

Name: CARLTON MANAGEMENT NY LLC — CARLTON MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: CARLTON MANAGEMENT NY LLC

Form 5500-SF

FILING_RECEIVED

CARLTON MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$430K

Net assets (EOY)

$430K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

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 CARLTON MANAGEMENT NY LLC.

Plan sponsor

Name

CARLTON MANAGEMENT NY LLC

EIN

84-2056744all filings

Address

55 OLD NYACK TURNPIKE · SUITE 210 · NANUET, NY · 10954

Phone

(723) 367-0062

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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