How big is Carter Mechanical, Inc.'s plan?

Carter Mechanical, Inc.'s plan reported $2.9M in assets and 63 participants for 2024.

Original filing (PDF)20250711104613NAL0010242560001

Carter Mechanical, Inc.

Name: Carter Mechanical, Inc. — Carter Mechanical 401(k), Form 5500 (2024)
Creator: Carter Mechanical, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Mechanical 401(k) Plan

401(k) retirement plan · Carter Mechanical, Inc.'s Carter Mechanical 401(k) Plan held $2.9M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Carter Mechanical, Inc.'s EIN is 23-2759333.

EIN 23-2759333

Plan number 001

Plan year 2024

ACK ID 20250711104613NAL0010242560001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Mechanical, Inc.'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 MECHANICAL, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score