How big is Carter Clinic, P.A.'s plan?

Carter Clinic, P.A.'s plan reported $1.0M in assets and 187 participants for 2024.

Original filing (PDF)20251014115313NAL0003846528001

Carter Clinic, P.A.

Name: Carter Clinic, P.A. — The Carter Clinic, P.A. 401(k), Form 5500 (2024)
Creator: Carter Clinic, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Carter Clinic, P.A. 401(k) Plan

401(k) retirement plan · Carter Clinic, P.A.'s The Carter Clinic, P.A. 401(k) Plan held $1.0M in plan assets for 187 participants in 2024.

Signals · 1

No auditor on file

Active participants

187

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Carter Clinic, P.A.'s EIN is 20-8743613.

EIN 20-8743613

Plan number 001

Plan year 2024

ACK ID 20251014115313NAL0003846528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter Clinic, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Clinic, P.A.'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 CLINIC, P.A..

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score