How big is Carol REEN, Inc.'s plan?

Carol REEN, Inc.'s plan reported $763K in assets and 2 participants for 2024.

Original filing (PDF)20251009181123NAL0007428241001

Carol REEN, Inc.

Name: Carol REEN, Inc. — Carol REEN, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Carol REEN, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carol REEN, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Carol REEN, Inc.'s Carol REEN, Inc. 401(k) Profit Sharing Plan held $763K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$763K

Net assets (EOY)

$763K

Plan identifiers

Carol REEN, Inc.'s EIN is 90-0850072.

EIN 90-0850072

Plan number 001

Plan year 2024

ACK ID 20251009181123NAL0007428241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carol REEN, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carol REEN, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CAROL REEN, INC.

EIN

all filings

Address

660 4TH STREET #342 · SAN FRANCISCO, CA · 94107

Phone

(415) 728-6199

Industry

Real Estate

Plan administrator