How big is CARR, Potter and KWON's plan?

CARR, Potter and KWON's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250916160524NAL0001280179001

CARR, Potter and KWON

Name: CARR, Potter and KWON — CARR, Potter and KWON, Form 5500 (2024)
Creator: CARR, Potter and KWON
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CARR, Potter and KWON Retirement Savings Plan

401(k) retirement plan · CARR, Potter and KWON's CARR, Potter and KWON Retirement Savings Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Geoffrey CARR signed CARR, Potter and KWON's 2024 Form 5500 as plan administrator.

Geoffrey CARR — 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

CARR, Potter and KWON's EIN is 84-3156977.

EIN 84-3156977

Plan number 001

Plan year 2024

ACK ID 20250916160524NAL0001280179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CARR, Potter and KWON from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CARR, Potter and KWON's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARR, POTTER AND KWON.

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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