How big is Carter and Sons Enterprises' plan?

Carter and Sons Enterprises' plan reported $102K in assets and 11 participants for 2024.

Original filing (PDF)20250717162908NAL0000347587001

Carter and Sons Enterprises

Name: Carter and Sons Enterprises — Carter and Sons HVAC, Form 5500 (2024)
Creator: Carter and Sons Enterprises
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter and Sons HVAC 401(k) Plan

401(k) retirement plan · Carter and Sons Enterprises' Carter and Sons HVAC 401(k) Plan held $102K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Marcus Bowie signed Carter and Sons Enterprises' 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carter and Sons Enterprises' EIN is 80-0004978.

EIN 80-0004978

Plan number 001

Plan year 2024

ACK ID 20250717162908NAL0000347587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carter and Sons Enterprises' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 AND SONS ENTERPRISES.

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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