CARTER, WETCH AND ASSOCIATES 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
5
Plan assets (EOY)
$905K
Net assets (EOY)
$905K
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
97
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER, WETCH & ASSOCIATES.
Plan sponsor
Name
CARTER, WETCH & ASSOCIATES
EIN
37-1941620
Address
1231 I STREET · SUITE 206 · SACRAMENTO, CA · 958142933
Phone
(916) 446-3413
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
SCOTT WETCH
EIN
68-0480281
City
SACRAMENTO, CA
Phone
(916) 446-3413
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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