How big is Carisma LLC's plan?

Carisma LLC's plan reported $633K in assets and 3 participants for 2024.

Original filing (PDF)20250917101801NAL0000269649001

Carisma LLC

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

Form 5500-SF

FILING_RECEIVED

Carisma 401(k) Plan

401(k) retirement plan · Carisma LLC's Carisma 401(k) Plan held $633K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

People on this filing

Frank Ricciardi signed Carisma LLC's 2024 Form 5500 as plan administrator.

Frank Ricciardi — 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

Carisma LLC's EIN is 90-0005282.

EIN 90-0005282

Plan number 001

Plan year 2024

ACK ID 20250917101801NAL0000269649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carisma LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARISMA 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 average account balance (99th percentile).

Plan sponsor

Name

CARISMA LLC

EIN

all filings

Address

P O BOX 1566 · DOYLESTOWN, PA · 18901

Phone

(215) 489-9718

Industry

Professional & Technical Services

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

2025-09-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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