· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARTER/KELLY, INC. — THE CONTRACTORS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730184047NAL0002597891001
CARTER/KELLY, INC.
Form 5500-SF
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
51
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARTER/KELLY, INC.
.
Find decision makers
Plan sponsor
Name
CARTER/KELLY, INC.
EIN
94-2759544
Address
171 MIDDLETOWN RD · PLACERVILLE, CA · 95667
Phone
(530) 621-0950
Industry
Construction
see all
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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
VISSER BROTHERS, INC.
VISSER BROTHERS, INC. PROFIT SHARING PLAN
$9.6M · 54 participants
PEOPLES CONSTRUCTION CORPORATION
PEOPLES CONSTRUCTION CORPORATION 401(K) PLAN
$9.6M · 27 participants
TEAM CONSTRUCTION GROUP, INC
TEAM CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN
$9.6M · 52 participants
LANDIS & LANDIS CONSTRUCTION
LANDIS AND LANDIS CONSTRUCTION RETIREMENT PLAN
$9.6M · 62 participants
BASDEN STEEL AND ERECTION, INC.
BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$9.6M · 972 participants
GRANT RC, J.V. DBA GRANT GENERAL CONTRACTORS
GRANT GENERAL CONTRACTORS 401K & PS PLAN
$9.6M · 12 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
