How big is Carnegie Partners LLC's plan?

Carnegie Partners LLC's plan reported $248K in assets and 5 participants for 2024.

Original filing (PDF)20250701185815NAL0007172835001

Carnegie Partners LLC

Name: Carnegie Partners LLC — Carnegie Partners LLC 401(k), Form 5500 (2024)
Creator: Carnegie Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carnegie Partners LLC 401(k) Plan

401(k) retirement plan · Carnegie Partners LLC's Carnegie Partners LLC 401(k) Plan held $248K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$248K

Net assets (EOY)

$248K

Plan identifiers

Carnegie Partners LLC's EIN is 87-3072819.

EIN 87-3072819

Plan number 001

Plan year 2024

ACK ID 20250701185815NAL0007172835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carnegie Partners LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARNEGIE PARTNERS 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

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 (85th percentile).

Plan sponsor

Name

CARNEGIE PARTNERS LLC

EIN

all filings

Address

15311 JADE STREET · CHARLOTTE, NC · 28277

Phone

(704) 533-5315

Industry

Admin Support & Waste Mgmt

Plan administrator