How big is Bates, Carter & Co., LLP's plan?

Bates, Carter & Co., LLP's plan reported $3.9M in assets and 33 participants for 2024.

Original filing (PDF)20251010103450NAL0017666898001

Bates, Carter & Co., LLP

Name: Bates, Carter & Co., LLP — Bates, Carter & Co., LLP, Form 5500 (2024)
Creator: Bates, Carter & Co., LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bates, Carter & Co., LLP 401(k) Plan

401(k) retirement plan · Bates, Carter & Co., LLP's Bates, Carter & Co., LLP 401(k) Plan held $3.9M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Bates, Carter & Co., LLP's EIN is 20-8004844.

EIN 20-8004844

Plan number 001

Plan year 2024

ACK ID 20251010103450NAL0017666898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bates, Carter & Co., LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bates, Carter & Co., LLP'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 BATES, CARTER & CO., LLP.

Finding similar companies…

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