What public Form 5500 filings show about the Carter Clinic, P.A. 401(k) plan — and how to find and check your own account.
Carter Clinic, P.A. (EIN 20-8743613) reports THE CARTER CLINIC, P.A. 401(K) PLAN on its most recent Form 5500, with $1.0M in plan assets across 187 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 Clinic, P.A. filing — schedules, fees, and providers.
Carter Clinic, P.A.’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 Clinic, P.A.HR for the recordkeeper’s name and login.
