· 2022–2024 · DOL EFAST2

Hcarter Investments, LLC — Hcarter Investments, Form 5500 (2025)

Original filing (PDF)20260722112851NAL0009953795001

Hcarter Investments, LLC

Form 5500-SF

FILING_RECEIVED

Hcarter Investments 401(k) Plan

401(k) retirement plan · Hcarter Investments, LLC's Hcarter Investments 401(k) Plan held $748K in plan assets for 13 participants in 2025.

Active participants

13

Accounts w/ balance

15

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HCARTER INVESTMENTS, LLC.

Plan sponsor

Name

HCARTER INVESTMENTS, LLC

EIN

46-3286904all filings

Address

1391 E COBB DR · MARIETTA, GA · 30068

Phone

(770) 635-2487

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

Service providers (Schedule C)

Small plans don't disclose service providers

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