How big is Carter Trucking Inc.'s plan?

Carter Trucking Inc.'s plan reported $197K in assets and 15 participants for 2024.

Original filing (PDF)20250713110051NAL0000141123001

Carter Trucking Inc.

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

Form 5500-SF

FILING_RECEIVED

Carter Trucking Inc.-401(k) Plan

401(k) retirement plan · Carter Trucking Inc.'s Carter Trucking Inc.-401(k) Plan held $197K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

People on this filing

Jamie Carter signed Carter Trucking Inc.'s 2024 Form 5500 as plan administrator.

Jamie Carter — 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 Trucking Inc.'s EIN is 35-2321896.

EIN 35-2321896

Plan number 001

Plan year 2024

ACK ID 20250713110051NAL0000141123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Trucking Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CARTER TRUCKING INC

EIN

all filings

Address

5408 COUNTY ROAD 218 · MIDDLEBURG, FL · 32068

Phone

(904) 742-7178

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator