P 401(k) Plan Report

Stable plan record

CARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN

Sponsored by CARLTON INVESTMENT SERVICES GROUP, LLC · EIN/PN 721532293-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,184
Administrative cost per participant
2025
$1,609
Active participants
2025
5
Total plan assets
2025
$1,335,887
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260320142126NAL00053131690015$4,184
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.