Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Carleton Equipment Company
EIN 38-1723146constructionLatest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
138
4704 S 29TH STREET - KALAMAZOO, MI 49048269-343-2943carletonequipment.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 138 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#003
CARLETON EQUIPMENT COMPANY - WEST 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.1M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CARLETON EQUIPMENT COMPANY - EAST 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.1M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CARLETON EQUIPMENT COMPANY - WEST 401(K) PROFIT SHARING PLAN | 401(k) | $6.1M | 78 | 2025 | |
| 004 | CARLETON EQUIPMENT COMPANY - EAST 401(K) PROFIT SHARING PLAN | 401(k) | $2.1M | 60 | 2025 |
Retirement plans