How big is Carter Millwork, Inc.'s plan?

Carter Millwork, Inc.'s plan reported $4.1M in assets and 56 participants for 2024.

Original filing (PDF)20250326172719NAL0016020161001

Carter Millwork, Inc.

Name: Carter Millwork, Inc. — Carter Millwork, Inc. 401(k), Form 5500 (2024)
Creator: Carter Millwork, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Millwork, Inc. 401(k) Plan

401(k) retirement plan · Carter Millwork, Inc.'s Carter Millwork, Inc. 401(k) Plan held $4.1M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

LISA Carter signed Carter Millwork, Inc.'s 2024 Form 5500 as plan administrator.

LISA 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 Millwork, Inc.'s EIN is 56-2018617.

EIN 56-2018617

Plan number 001

Plan year 2024

ACK ID 20250326172719NAL0016020161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Millwork, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off