Original filing (PDF)20250702091431NAL0019492784001

HARVEY L CARTER III MD PA

Name: HARVEY L CARTER III MD PA — HARVEY L CARTER III MD PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HARVEY L CARTER III MD PA

Form 5500-SF

FILING_RECEIVED

HARVEY L CARTER III MD PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVEY L CARTER III MD PA.

Plan sponsor

Name

HARVEY L CARTER III MD PA

EIN

75-2146010all filings

Address

4633 N CENTRAL EXPY STE 300 · DALLAS, TX · 752054302

Phone

(214) 750-1962

Industry