How big is Carter Group LLC's plan?

Carter Group LLC's plan reported $3.5M in assets and 54 participants for 2025.

Original filing (PDF)20260505092345NAL0000962144001

Carter Group LLC

Name: Carter Group LLC — Carter Group LLC 401(k) Profit, Form 5500 (2025)
Creator: Carter Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carter Group LLC's Carter Group LLC 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 54 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

T. McGriff IRBY signed Carter Group LLC's 2025 Form 5500 as plan administrator.

T. McGriff IRBY — 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 Group LLC's EIN is 20-1918868.

EIN 20-1918868

Plan number 001

Plan year 2025

ACK ID 20260505092345NAL0000962144001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carter Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carter Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 GROUP LLC.

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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