· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARNEGIE PARTNERS LLC — CARNEGIE PARTNERS LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701185815NAL0007172835001
CARNEGIE PARTNERS LLC
Form 5500-SF
FILING_RECEIVED
CARNEGIE PARTNERS LLC 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$248K
Net assets (EOY)
$248K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARNEGIE PARTNERS LLC
.
Find decision makers
Plan sponsor
Name
CARNEGIE PARTNERS LLC
EIN
87-3072819
Address
15311 JADE STREET · CHARLOTTE, NC · 28277
Phone
(704) 533-5315
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
401GO, INC.
EIN
88-3928199
City
WEST JORDAN, UT
Phone
(801) 214-2125
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
PRAXICO INC
PRAXICO INC 401(K)
$248K · 2 participants
ASTUTE PUBLIC RECORDS
ASTUTE PUBLIC RECORDS 401(K) PLAN
$249K · 10 participants
CITISTAFFING LLC
CITISTAFFING 401K PS PLAN
$248K · 16 participants
ACARE STAFFING LLC
ACARE STAFFING LLC 401(K) PLAN
$248K · 39 participants
OLYMPIC PENINSULA PERSONNEL INC.
OLYMPIC PENINSULA PERSONNEL 401(K) PLAN
$249K · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GOTORO, INC
FUSIONRL 401(K) PLAN
$247K · 13 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
