How big is Carter Real Estate Group, Inc.'s plan?

Carter Real Estate Group, Inc.'s plan reported $877K in assets and 2 participants for 2024.

Original filing (PDF)20251002135433NAL0000915296001

Carter Real Estate Group, Inc.

Name: Carter Real Estate Group, Inc. — Carter Real Estate, Form 5500 (2024)
Creator: Carter Real Estate Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Real Estate Group, Inc. 401(k) Plan

401(k) retirement plan · Carter Real Estate Group, Inc.'s Carter Real Estate Group, Inc. 401(k) Plan held $877K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$877K

Net assets (EOY)

$877K

People on this filing

Michael Vanderford signed Carter Real Estate Group, Inc.'s 2024 Form 5500 as plan administrator.

Michael Vanderford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carter Real Estate Group, Inc.'s EIN is 20-1889635.

EIN 20-1889635

Plan number 001

Plan year 2024

ACK ID 20251002135433NAL0000915296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter Real Estate Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Real Estate Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER REAL ESTATE GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score