How big is Carter, Spoolstra, and Associates' plan?

Carter, Spoolstra, and Associates' plan reported $735K in assets and 5 participants for 2025.

Original filing (PDF)20260422220302NAL0002209619080

Carter, Spoolstra, and Associates

Name: Carter, Spoolstra, and Associates — Carter, Spoolstr, Form 5500 (2025)
Creator: Carter, Spoolstra, and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter, Spoolstra, and Associates 401(k) Plan

401(k) retirement plan · Carter, Spoolstra, and Associates' Carter, Spoolstra, and Associates 401(k) Plan held $735K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$735K

Net assets (EOY)

$735K

Plan identifiers

Carter, Spoolstra, and Associates' EIN is 47-5363086.

EIN 47-5363086

Plan number 001

Plan year 2025

ACK ID 20260422220302NAL0002209619080

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carter, Spoolstra, and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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