How big is Carollo Real Estate's plan?

Carollo Real Estate's plan reported $998K in assets and 13 participants for 2025.

Original filing (PDF)20260522125338NAL0003516755001

Carollo Real Estate

Name: Carollo Real Estate — Carollo Real Estate - Charter, Form 5500 (2025)
Creator: Carollo Real Estate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carollo Real Estate - Charter 401(k)

401(k) retirement plan · Carollo Real Estate's Carollo Real Estate - Charter 401(k) held $998K in plan assets for 13 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$998K

Net assets (EOY)

$998K

People on this filing

Nicole Dipasquale signed Carollo Real Estate's 2025 Form 5500 as plan administrator.

Nicole Dipasquale — 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

Carollo Real Estate's EIN is 90-0003231.

EIN 90-0003231

Plan number 001

Plan year 2025

ACK ID 20260522125338NAL0003516755001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carollo Real Estate from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carollo Real Estate'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 CAROLLO REAL ESTATE.

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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

Knocking points off