Original filing (PDF)20260320130808NAL0008177264001

CARUSO TURLEY SCOTT, INC.

Name: CARUSO TURLEY SCOTT, INC. — CARUSO TURLEY SCOTT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CARUSO TURLEY SCOTT, INC.

Form 5500-SF

FILING_RECEIVED

CARUSO TURLEY SCOTT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARUSO TURLEY SCOTT, INC..

Plan sponsor

Name

CARUSO TURLEY SCOTT, INC.

EIN

86-0361978

Address

1215 W. RIO SALADO PKWY STE 200 · TEMPE, AZ · 85281

Phone

(480) 774-1711

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-20

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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