How big is Carbon Direct, Inc.'s plan?

Carbon Direct, Inc.'s plan reported $2.8M in assets and 108 participants for 2024.

Original filing (PDF)20250825123723NAL0003888835001

Carbon Direct, Inc.

Name: Carbon Direct, Inc. — Carbon Direct, Inc. 401(k), Form 5500 (2024)
Creator: Carbon Direct, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carbon Direct, Inc. 401(k) Plan

401(k) retirement plan · Carbon Direct, Inc.'s Carbon Direct, Inc. 401(k) Plan held $2.8M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Steven Thomas signed Carbon Direct, Inc.'s 2024 Form 5500 as plan administrator.

Steven Thomas — 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

Carbon Direct, Inc.'s EIN is 87-1934164.

EIN 87-1934164

Plan number 002

Plan year 2024

ACK ID 20250825123723NAL0003888835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carbon Direct, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carbon Direct, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARBON DIRECT, INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score