How big is Carter Design Associates, Inc.'s plan?

Carter Design Associates, Inc.'s plan reported $877K in assets and 4 participants for 2024.

Original filing (PDF)20250710081052NAL0003915443001

Carter Design Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Carter Design Associates, Inc. 401(k) Plan

401(k) retirement plan · Carter Design Associates, Inc.'s Carter Design Associates, Inc. 401(k) Plan held $877K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$877K

Net assets (EOY)

$877K

Plan identifiers

Carter Design Associates, Inc.'s EIN is 74-3022575.

EIN 74-3022575

Plan number 001

Plan year 2024

ACK ID 20250710081052NAL0003915443001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Design Associates, Inc.'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 DESIGN ASSOCIATES, 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