KATY Maclaga signed The William Carter Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The William Carter Company's EIN is 04-1156680.
Download the official 2024 Form 5500 (PDF) for The William Carter Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The William Carter Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $439K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING | 84-0854432 | — | CONSULTANT | $55K | — |
| MORGAN STANLEY GLOBAL BANKING OPERA |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $44.5M | 13.9% | |
| JP Morgan | Other securities | — | — | $30.8M | 9.7% | |
| American Funds | Mutual Funds | — | — | $24.4M | 7.7% | |
| American Funds | Mutual Funds | — | — | $24.1M | 7.6% | |
| American Funds | Mutual Funds | — | — | $20.8M | 6.5% | |
| T ROWE PRICE STABLE VALUE TRUST A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $20.7M | 6.5% | |
| American Funds | Mutual Funds | — | — | $20.2M | 6.3% | |
| American Funds | Mutual Funds | — | — | $17.3M | 5.4% | |
| American Funds | Mutual Funds | — | — | $12.4M | 3.9% | |
| Vanguard | Mutual Funds | — | — | $11.1M | 3.5% | |
| American Funds | Mutual Funds | — | — | $9.4M | 3.0% | |
| American Funds | Mutual Funds | — | — | $8.7M | 2.7% | |
| Fidelity | Mutual Funds | — | — | $8.7M | 2.7% | |
| Vanguard | Mutual Funds | — | — | $8.5M | 2.7% | |
| MFS | Mutual Funds | — | — | $8.4M | 2.6% | |
| Participants | Other securities | — | — | $5.4M | 1.7% | |
| JP Morgan | Other securities | — | — | $4.7M | 1.5% | |
| JP Morgan | Other securities | — | — | $4.6M | 1.4% | |
| Dodge & Cox | Mutual Funds | — | — | $4.2M | 1.3% | |
| Vanguard | Mutual Funds | — | — | $3.4M | 1.1% | |
| Fidelity | Mutual Funds | — | — | $2.8M | 0.9% | |
| American Funds | Mutual Funds | — | — | $2.6M | 0.8% | |
| MFS | Mutual Funds | — | — | $2.6M | 0.8% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 0.8% | |
| Janus Henderson | Mutual Funds | — | — | $2.3M | 0.7% | |
| American Funds | Mutual Funds | — | — | $1.4M | 0.4% | |
| PIMCO | Mutual Funds | — | — | $1.2M | 0.4% | |
| Hotchkis | Other securities | — | — | $919K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $589K | 0.2% | |
| American Funds | Mutual Funds | — | — | $165K | <0.1% | |
| American Funds | Mutual Funds | — | — | $156K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 11-3658445 |
| — |
| CONSULTANT |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $44K | — |
