What public Form 5500 filings show about the The William Carter Company 401(k) plan — and how to find and check your own account.
The William Carter Company (EIN 04-1156680) reports CARTERS 401(K) SAVINGS PLAN on its most recent Form 5500, with $318.7M in plan assets across 6,091 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 The William Carter Company 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The William Carter Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COOK STREET CONSULTING, RSM US LLP, MORGAN STANLEY GLOBAL BANKING OPERA.
