Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARLTON ADVISORY SERVICES, INC.
EIN 13-3977031Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
5
535 FIFTH AVENUE, 4TH FLOOR - NEW YORK, NY 10017212-716-5616
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAS DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants0
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CARLTON ADVISORY SERVICES, INC. 401(K) PLAN
401k
Assets$737K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAS DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 0 | 2025 | |
| 001 | CARLTON ADVISORY SERVICES, INC. 401(K) PLAN | 401k | $737K | 5 | 2025 |
Retirement plans