Original filing (PDF)20250701130317NAL0007024563001

CARTER & SONS PLUMBING & HEATING, INC.

Name: CARTER & SONS PLUMBING & HEATING, INC. — CARTER & SONS PLUMBING & HEATING, INC. EMPLOYEES 401(K) PLAN, Form 5500 (2024)
Creator: CARTER & SONS PLUMBING & HEATING, INC.

Form 5500-SF

FILING_RECEIVED

CARTER & SONS PLUMBING & HEATING, INC. EMPLOYEES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 & SONS PLUMBING & HEATING, INC..

Plan sponsor

Name

CARTER & SONS PLUMBING & HEATING, INC.

EIN

72-1114378

Address

1021 HARIMAW COURT WEST · METAIRIE, LA · 70001

Phone

(504) 832-5924

Industry

Constructionsee 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

BOND RESTORATION, INC.

BOND RESTORATION, INC. 401(K) PROFIT SHARING PLAN

$2.4M · 8 participants

MISSION CONSTRUCTION & DEVELOPMENT, INC.

MISSION CONSTRUCTION & DEVELOPMENT, INC. 401(K) PLAN

$2.4M · 38 participants

DRAKE CONSTRUCTION CO.

DRAKE CONSTRUCTION CO. 401(K) PLAN

$2.4M · 22 participants

ROUTTE CONSTRUCTION, INC.

ROUTTE CONSTRUCTION, INC. 401(K) PLAN

$2.4M · 7 participants

BMR CONSTRUCTION, INC.

BMR CONSTRUCTION 401(K) PLAN