How big is Carriage Manor Resort's plan?

Carriage Manor Resort's plan reported $581K in assets and 37 participants for 2024.

Original filing (PDF)20250721164807NAL0004449234001

Carriage Manor Resort

Name: Carriage Manor Resort — Carriage Manor Retirement, Form 5500 (2024)
Creator: Carriage Manor Resort
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carriage Manor Retirement Plan

401(k) retirement plan · Carriage Manor Resort's Carriage Manor Retirement Plan held $581K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$581K

Net assets (EOY)

$581K

People on this filing

Lorri Blankenship signed Carriage Manor Resort's 2024 Form 5500 as plan administrator.

Lorri Blankenship — 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

Carriage Manor Resort's EIN is 86-0595950.

EIN 86-0595950

Plan number 001

Plan year 2024

ACK ID 20250721164807NAL0004449234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carriage Manor Resort from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carriage Manor Resort'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 CARRIAGE MANOR RESORT.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

CARRIAGE MANOR RESORT

EIN

all filings

Address

7750 E BROADWAY ROAD · MESA, AZ · 85208

Phone

(480) 984-1111

Industry

Accommodation & Food Services

Plan administrator