How big is Carrera Capital Advisors, LLC's plan?

Carrera Capital Advisors, LLC's plan reported $402K in assets and 9 participants for 2024.

Original filing (PDF)20250613124132NAL0030054032001

Carrera Capital Advisors, LLC

Name: Carrera Capital Advisors, LLC — Form 5500 (2024)
Creator: Carrera Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Carrera Capital Advisors, LLC held $402K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$402K

Net assets (EOY)

$402K

People on this filing

Nick Rice signed Carrera Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Carrera Capital Advisors, LLC's EIN is 88-2512142.

EIN 88-2512142

Plan number 001

Plan year 2024

ACK ID 20250613124132NAL0030054032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carrera Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carrera Capital Advisors, 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 CARRERA CAPITAL ADVISORS, 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