Carter McKenzie Select, LLC (EIN 20-5769565) has filed 4 Form 5500 plans with the U.S. Department of Labor, covering $10.1M in plan assets and 141 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Carter McKenzie Select, LLC Cash Balance Plan | 005 | 24 | $4.2M |
| Carter McKenzie Select, LLC 401(k)/Profit Sharing Plan | 002 | 15 | $3.2M |
| Carter McKenzie Select, LLC Employees' 401(k) Savings Plan | 003 | 76 | $2.5M |
| Carter McKenzie Select, LLC Employees Profit Sharing Plan | 004 | 26 | $221K |
20-5769565 is the Employer Identification Number (EIN) Carter McKenzie Select, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
