How big is Carter, Terry & Co., Inc.'s plan?

Carter, Terry & Co., Inc.'s plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20251014200700NAL0007328306001

Carter, Terry & Co., Inc.

Name: Carter, Terry & Co., Inc. — Carter, Terry & Co., Form 5500 (2024)
Creator: Carter, Terry & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter, Terry & Co. 401(k) Plan

401(k) retirement plan · Carter, Terry & Co., Inc.'s Carter, Terry & Co. 401(k) Plan held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

MARC Schoen signed Carter, Terry & Co., Inc.'s 2024 Form 5500 as plan administrator.

MARC Schoen — 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, Terry & Co., Inc.'s EIN is 58-1608676.

EIN 58-1608676

Plan number 001

Plan year 2024

ACK ID 20251014200700NAL0007328306001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carter, Terry & Co., Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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