401(k) retirement plan · Carnevale & LOHR, Inc.'s Carnevale & LOHR, Inc. 401(k) Profit Sharing Plan held $2.8M in plan assets for 21 participants in 2023.
Signals · 1
Late filing · 13.2 mo
Active participants
21
Accounts w/ balance
34
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score
Above-average plan
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
75
Total plan cost
n/a
Plan health
70
Vendor & structure
100
Knocking points off
Filed 13.2 months past the 10.5-month grace window.
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 (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARNEVALE & LOHR, INC..
