How big is Carter-Miller Associates, Ltd.'s plan?

Carter-Miller Associates, Ltd.'s plan reported $242K in assets and 2 participants for 2024.

Original filing (PDF)20250404091940NAL0011717137001

Carter-Miller Associates, Ltd.

Name: Carter-Miller Associates, Ltd. — Carter-Miller, Form 5500 (2024)
Creator: Carter-Miller Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter-Miller Associates, Ltd. 401(k) Plan

401(k) retirement plan · Carter-Miller Associates, Ltd.'s Carter-Miller Associates, Ltd. 401(k) Plan held $242K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Gregory Miller signed Carter-Miller Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Gregory Miller — 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-Miller Associates, Ltd.'s EIN is 64-0505925.

EIN 64-0505925

Plan number 001

Plan year 2024

ACK ID 20250404091940NAL0011717137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter-Miller Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter-Miller Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

CARTER-MILLER ASSOCIATES, LTD.

EIN

all filings

Address

404 HWY 19N · MERIDIAN, MS · 39304

Phone

(601) 483-0601

Industry

Engineering Services· Professional & Technical Services

Plan administrator