How big is Carlin Wealth Management Group's plan?

Carlin Wealth Management Group's plan reported $823K in assets and 4 participants for 2024.

Original filing (PDF)20251015105047NAL0009177602001

Carlin Wealth Management Group

Name: Carlin Wealth Management Group — Carlin Wealth, Form 5500 (2024)
Creator: Carlin Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlin Wealth Management Group 401(k)

401(k) retirement plan · Carlin Wealth Management Group's Carlin Wealth Management Group 401(k) held $823K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

Plan identifiers

Carlin Wealth Management Group's EIN is 92-2126138.

EIN 92-2126138

Plan number 001

Plan year 2024

ACK ID 20251015105047NAL0009177602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlin Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlin Wealth Management Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLIN WEALTH MANAGEMENT GROUP.

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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