How big is Carbon Direct LLC's plan?

Carbon Direct LLC's plan reported $765K in assets and 14 participants for 2024.

Original filing (PDF)20250902130806NAL0008462499001

Carbon Direct LLC

Name: Carbon Direct LLC — Carbon Direct LLC 401(k) Plan, Form 5500 (2024)
Creator: Carbon Direct LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carbon Direct LLC 401(k) Plan

401(k) retirement plan · Carbon Direct LLC's Carbon Direct LLC 401(k) Plan held $765K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

People on this filing

Serene CHEN signed Carbon Direct LLC's 2024 Form 5500 as plan administrator.

Serene CHEN — 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

Carbon Direct LLC's EIN is 84-2803570.

EIN 84-2803570

Plan number 001

Plan year 2024

ACK ID 20250902130806NAL0008462499001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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