How big is Carter & McGuire's plan?

Carter & McGuire's plan reported $4.5M in assets and 6 participants for 2024.

Original filing (PDF)20250922172600NAL0012942322001

Carter & McGuire

Name: Carter & McGuire — Carter & McGuire 401(k) Plan, Form 5500 (2024)
Creator: Carter & McGuire
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter & McGuire 401(k) Plan

401(k) retirement plan · Carter & McGuire's Carter & McGuire 401(k) Plan held $4.5M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Carter & McGuire's EIN is 77-0209804.

EIN 77-0209804

Plan number 001

Plan year 2024

ACK ID 20250922172600NAL0012942322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter & McGuire from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter & McGuire'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 CARTER & MCGUIRE.

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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