Original filing (PDF)20250720170907NAL0001269810001

MATEO ALONZO CARPENTER LLC

Name: MATEO ALONZO CARPENTER LLC — MATEO ALONZO CARPENTER LLC 401K PLAN, Form 5500 (2024)
Creator: MATEO ALONZO CARPENTER LLC

Form 5500-SF

FILING_RECEIVED

MATEO ALONZO CARPENTER LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$389

Net assets (EOY)

$389

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

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATEO ALONZO CARPENTER LLC.

Plan sponsor

Name

MATEO ALONZO CARPENTER LLC

EIN

88-1604606

Address

4410 27TH ST SW · LEHIGH ACRES, FL · 33973

Phone

(239) 258-8094

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-20

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

A SEWER GUY PLUMBING

$388 · 2 participants

VIRGILIO G LEGARTE

VIRGILIO G LEGARTE 401K PLAN

$388 · 2 participants

FIRM FOUNDATION OF CALIFORNIA IN

FIRM FOUNDATION OF CALIFORNIA 401K PLAN

$392 · 125 participants

AFTER HOURS PLUMBING & HEATING INC

AFTER HOURS PLUMBING & HEATING INC 401K PLAN

$392 · 11 participants

1ST CHOICE MECHANICAL

$385