Sponsor portfolio
CARLETON MANAGEMENT, INC.
EIN 65-1240510real estateLatest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
2
POST OFFICE BOX 1007 - SOLANA BEACH, CA 92075619-846-1001carletonmanagement.comLinkedIn1-10 employeesreal estate
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.0M | 2 | 2025 |
Retirement plans