How big is Carion DOTY LLP's plan?

Carion DOTY LLP's plan reported $2.5M in assets and 2 participants for 2024.

Original filing (PDF)20250930130401NAL0005503091001

Carion DOTY LLP

Name: Carion DOTY LLP — Carion DOTY LLP 401(k) Profit, Form 5500 (2024)
Creator: Carion DOTY LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carion DOTY LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Carion DOTY LLP's Carion DOTY LLP 401(k) Profit Sharing Plan held $2.5M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Carion DOTY LLP's EIN is 94-3409956.

EIN 94-3409956

Plan number 001

Plan year 2024

ACK ID 20250930130401NAL0005503091001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carion DOTY LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARION DOTY LLP.

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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 (99th percentile).

Plan sponsor

Name

CARION DOTY LLP

EIN

all filings

Address

27 DRIFTWOOD CIRCLE · PACIFICA, CA · 940440000

Phone

(415) 362-4999

Industry

CPA Offices· Professional & Technical Services

Plan administrator