How big is Carter Financial Group Inc.'s plan?

Carter Financial Group Inc.'s plan reported $6.8M in assets and 7 participants for 2024.

Original filing (PDF)20250629183407NAL0027368002001

Carter Financial Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Carter Financial Group, Inc. 401(k) P/S Plan

401(k) retirement plan · Carter Financial Group Inc.'s Carter Financial Group, Inc. 401(k) P/S Plan held $6.8M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Kevin Carter signed Carter Financial Group Inc.'s 2024 Form 5500 as plan administrator.

Kevin 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 Financial Group Inc.'s EIN is 36-4339370.

EIN 36-4339370

Plan number 002

Plan year 2024

ACK ID 20250629183407NAL0027368002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Financial Group Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER FINANCIAL GROUP INC..

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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