Original filing (PDF)20250912151321NAL0000845747001

CARTER MORRIS, LLP

Name: CARTER MORRIS, LLP — CARTER MORRIS, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARTER MORRIS, LLP

Form 5500-SF

FILING_RECEIVED

CARTER MORRIS, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARTER MORRIS, LLP.

Plan sponsor

Name

CARTER MORRIS, LLP

EIN

26-1397646

Address

8765 SPRING CYPRESS RD L206 · SPRING, TX · 77379

Phone

(713) 626-3345

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BURNETTE SHUTT & MCDANIEL, P. A.

BURNETTE SHUTT & MCDANIEL, PA 401(K) PLAN

$1.5M · 20 participants

HEIDEPRIEM, PURTELL, SIEGEL, HINRICHS & TYSDAL, LLP

HEIDEPRIEM, PURTELL, SIEGEL, HINRICHS & TYSDAL 401(K) PROFIT SHARING PLAN

$1.5M · 11 participants

BROWN, LACALLADE & LANGE, P.C.

BROWN, LACALLADE & LANGE, P.C. RETIREMENT SAVINGS PLAN

$1.5M · 4 participants

HAMILTON WINGO, LLP

HAMILTON WINGO 401(K) PLAN

$1.5M · 22 participants

MATTERA, MATTERA & ZISA, LLC