How big is Peter Carlo LLC's plan?

Peter Carlo LLC's plan reported $74K in assets and 2 participants for 2024.

Original filing (PDF)20250721172207NAL0003720994001

Peter Carlo LLC

Name: Peter Carlo LLC — Critical MASS Gathering Medicine, Form 5500 (2024)
Creator: Peter Carlo LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Critical MASS Gathering Medicine PLLC 401(k) Plan

401(k) retirement plan · Peter Carlo LLC's Critical MASS Gathering Medicine PLLC 401(k) Plan held $74K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

People on this filing

Shirley Horner signed Peter Carlo LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Peter Carlo LLC's EIN is 87-0869232.

EIN 87-0869232

Plan number 001

Plan year 2024

ACK ID 20250721172207NAL0003720994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Carlo LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Carlo 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 PETER CARLO LLC.

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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

Knocking points off