How big is Robert W. Carter, Jr.'s plan?

Robert W. Carter, Jr.'s plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20250807134146NAL0003739939001

Robert W. Carter, Jr.

Name: Robert W. Carter, Jr. — Carter Profit Sharing Plan, Form 5500 (2024)
Creator: Robert W. Carter, Jr.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Profit Sharing Plan

Defined-contribution retirement plan · Robert W. Carter, Jr.'s Carter Profit Sharing Plan held $2.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Robert Carter signed Robert W. Carter, Jr.'s 2024 Form 5500 as plan administrator.

Robert 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

Robert W. Carter, Jr.'s EIN is 54-1888209.

EIN 54-1888209

Plan number 001

Plan year 2024

ACK ID 20250807134146NAL0003739939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert W. Carter, Jr. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert W. Carter, Jr.'s plan includes profit-sharing.

Decision-maker contacts

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

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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 (96th percentile).

Plan sponsor

Name

ROBERT W. CARTER, JR.

EIN

all filings

Address

4301 DOMINION BOULEVARD, SUITE 112 · GLEN ALLEN, VA · 23060

Phone

(434) 847-8888

Industry

Law Offices· Professional & Technical Services

Plan administrator