Carter Financial Group Inc. (EIN 36-4339370) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $10.4M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Carter Financial Group, Inc. 401(k) P/S Plan | 002 | 7 | $6.8M |
| Carter Financial Group Cash Balance Pension Plan & Trust | 003 | 7 | $3.5M |
36-4339370 is the Employer Identification Number (EIN) Carter Financial Group Inc. 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 Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
