How big is Carleton Hart Architecture PC's plan?

Carleton Hart Architecture PC's plan reported $5.3M in assets and 24 participants for 2024.

Original filing (PDF)20250320170429NAL0011730144001

Carleton Hart Architecture PC

Name: Carleton Hart Architecture PC — Carleton Hart, Form 5500 (2024)
Creator: Carleton Hart Architecture PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carleton Hart Architecture PC 401(k) Profit Sharing Plan

401(k) retirement plan · Carleton Hart Architecture PC's Carleton Hart Architecture PC 401(k) Profit Sharing Plan held $5.3M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Brian Carleton signed Carleton Hart Architecture PC's 2024 Form 5500 as plan administrator.

Brian Carleton — 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

Carleton Hart Architecture PC's EIN is 93-1156836.

EIN 93-1156836

Plan number 001

Plan year 2024

ACK ID 20250320170429NAL0011730144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carleton Hart Architecture PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carleton Hart Architecture PC'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 CARLETON HART ARCHITECTURE PC.

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

Plan sponsor

Name

CARLETON HART ARCHITECTURE PC

EIN

all filings

Address

630 SW 5TH AVENUE, #400 · PORTLAND, OR · 97204

Phone

(503) 206-3171

Industry

Professional & Technical Services

Plan administrator