How big is Karmel Capital Management LLC's plan?

Karmel Capital Management LLC's plan reported $81K in assets and 8 participants for 2025.

Original filing (PDF)20260429220416NAL0024987794055

Karmel Capital Management LLC

Name: Karmel Capital Management LLC — Karmel Capital, Form 5500 (2025)
Creator: Karmel Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karmel Capital Management 401(k) Plan

401(k) retirement plan · Karmel Capital Management LLC's Karmel Capital Management 401(k) Plan held $81K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

People on this filing

Elantha Barry signed Karmel Capital Management LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Karmel Capital Management LLC's EIN is 84-4458422.

EIN 84-4458422

Plan number 001

Plan year 2025

ACK ID 20260429220416NAL0024987794055

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Karmel Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Karmel Capital Management LLC'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 KARMEL CAPITAL MANAGEMENT LLC.

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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