What public Form 5500 filings show about the Carter Mario P.C. 401(k) plan — and how to find and check your own account.
Carter Mario P.C. (EIN 06-1277333) reports CARTER MARIO P.C. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $11.9M in plan assets across 121 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 Mario P.C. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carter Mario P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASSOCIATED PENSION CONSULTANTS, RAYMOND JAMES AND ASSOCIATES.
