How big is Carson Messinger PLLC's plan?

Carson Messinger PLLC's plan reported $8.7M in assets and 10 participants for 2024.

Original filing (PDF)20251013220849NAL0000963667001

Carson Messinger PLLC

Name: Carson Messinger PLLC — Form 5500 (2024)
Creator: Carson Messinger PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Carson Messinger PLLC held $8.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Terri Marshall signed Carson Messinger PLLC's 2024 Form 5500 as plan administrator.

Terri Marshall — 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

Carson Messinger PLLC's EIN is 86-0083921.

EIN 86-0083921

Plan number 001

Plan year 2024

ACK ID 20251013220849NAL0000963667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carson Messinger PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CARSON MESSINGER PLLC

EIN

all filings

Address

4808 N 22ND ST STE 200 · PHOENIX, AZ · 85016

Phone

(602) 264-2261

Industry

Law Offices· Professional & Technical Services

Plan administrator