Original filing (PDF)20250606141152NAL0035466706001

CARTER & SLOOPE, INC.

Name: CARTER & SLOOPE, INC. — RETIREMENT SAVINGS PLAN FOR THE EMPLOYEES OF CARTER AND SLOOPE, INC., Form 5500 (2024)
Creator: CARTER & SLOOPE, INC.

Form 5500-SF

FILING_RECEIVED

RETIREMENT SAVINGS PLAN FOR THE EMPLOYEES OF CARTER AND SLOOPE, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARTER & SLOOPE, INC..

Plan sponsor

Name

CARTER & SLOOPE, INC.

EIN

58-1883724

Address

6310 PEAKE ROAD · MACON, GA · 31210

Phone

(478) 477-3923

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

COMPLIANCE ENVIROSYSTEMS, L.L.C.

COMPLIANCE ENVIROSYSTEMS 401(K) PLAN

$9.8M · 132 participants

NOBIS ENGINEERING, INC.

NOBIS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

$9.8M · 59 participants

K&A ENGINEERING CONSULTING, P.C.

K&A ENGINEERING CONSULTING 401(K) PLAN

$9.8M · 229 participants

ENGINEERING DYNAMICS INCORPORATED

ENGINEERING DYNAMICS INCORPORATED EMPLOYEES' THRIFT PLAN

$9.9M · 17 participants

AERMOR, LLC

AERMOR 401(K) PLAN 002