Carter Private Wealth, LLC (EIN 88-2765478) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $85K in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Carter Private Wealth LLC 401(k) Profit Sharing Plan | 001 | 3 | $85K |
| Carter Private Wealth, LLC SOCA Benefit Plan | 501 | 2 | $184 |
88-2765478 is the Employer Identification Number (EIN) Carter Private Wealth, 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
