How big is Carters Grocery's plan?

Carters Grocery's plan reported $1.2M in assets and 109 participants for 2023.

Original filing (PDF)20240902121129NAL0039213282001

Carters Grocery

Name: Carters Grocery — Carter's Grocery 401(k) Plan, Form 5500 (2023)
Creator: Carters Grocery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter's Grocery 401(k) Plan

401(k) retirement plan · Carters Grocery's Carter's Grocery 401(k) Plan held $1.2M in plan assets for 109 participants in 2023.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Carters Grocery's EIN is 72-0980177.

EIN 72-0980177

Plan number 001

Plan year 2023

ACK ID 20240902121129NAL0039213282001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Carters Grocery from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score