Carter Funds LLC (EIN 84-2529306) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $7.4M in plan assets and 483 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Carter Funds LLC 401(k) Plan | 001 | 213 | $7.4M |
| Carter Funds Welfare Benefit Plan | 501 | 270 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
84-2529306 is the Employer Identification Number (EIN) Carter Funds 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 Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
