What public Form 5500 filings show about the Carter and Sons Enterprises 401(k) plan — and how to find and check your own account.
Carter and Sons Enterprises (EIN 80-0004978) reports CARTER AND SONS HVAC 401(K) PLAN on its most recent Form 5500, with $102K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Carter and Sons Enterprises filing — schedules, fees, and providers.
Carter and Sons Enterprises’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Carter and Sons EnterprisesHR for the recordkeeper’s name and login.
