Original filing (PDF)20251008135029NAL0003330419001

CARTERBALDWIN, INC.

Name: CARTERBALDWIN, INC. — CARTERBALDWIN, INC. 401K PLAN, Form 5500 (2024)
Creator: CARTERBALDWIN, INC.

Form 5500-SF

FILING_RECEIVED

CARTERBALDWIN, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARTERBALDWIN, INC..

Plan sponsor

Name

CARTERBALDWIN, INC.

EIN

13-4244882

Address

100 KIMBALL PLACE · ALPHARETTA, GA · 30009

Phone

(678) 448-0010

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

INNOVATIVE STRATEGIES INCORPORATED

INNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST

$9.9M · 22 participants

CARDIOVASCULAR SPECIALISTS OF FREDERICK

CARDIOVASCULAR SPECIALISTS OF FREDERICK 401(K) PROFIT SHARING PLAN & TRUST

$9.9M · 36 participants

ETHERIO GROUP, INC.

ETHERIO GROUP 401(K) PLAN

$9.9M · 120 participants

TDI BROOKS INTERNATIONAL, INC.

TDI-BROOKS 401(K) PLAN

$9.9M · 89 participants

THE PINEWOODS COMPANY LLC

BRUTON STROUBE STUDIOS RETIREMENT PLAN