Original filing (PDF)20240206164755NAL0001043906001

Carter Pierce LLC

Name: Carter Pierce LLC — Carterpierce LLC 401(k) Plan, Form 5500 (2022)
Creator: Carter Pierce LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carterpierce LLC 401(k) Plan

401(k) retirement plan · Carter Pierce LLC's Carterpierce LLC 401(k) Plan filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 5.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

JILL Pierce signed Carter Pierce LLC's 2022 Form 5500 as plan administrator.

JILL Pierce — 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 Pierce LLC's EIN is 20-2707273.

EIN 20-2707273

Plan number 001

Plan year 2022

ACK ID 20240206164755NAL0001043906001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Carter Pierce LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Carter Pierce 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 PIERCE LLC.

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Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off