How big is Caravel Holdings, LLC's plan?

Caravel Holdings, LLC's plan reported $125K in assets and 6 participants for 2025.

Original filing (PDF)20260519091119NAL0001292610001

Caravel Holdings, LLC

Name: Caravel Holdings, LLC — Rowan Capital Group 401(k), Form 5500 (2025)
Creator: Caravel Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rowan Capital Group 401(k)

401(k) retirement plan · Caravel Holdings, LLC's Rowan Capital Group 401(k) held $125K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

People on this filing

Laura Stack signed Caravel Holdings, LLC's 2025 Form 5500 as plan administrator.

Laura Stack — 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

Caravel Holdings, LLC's EIN is 99-3330398.

EIN 99-3330398

Plan number 001

Plan year 2025

ACK ID 20260519091119NAL0001292610001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caravel Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caravel Holdings, LLC'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 CARAVEL HOLDINGS, LLC.

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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