How big is Carterra, Inc.'s plan?

Carterra, Inc.'s plan reported $2.8M in assets and 73 participants for 2024.

Original filing (PDF)20250717162910NAL0000340771001

Carterra, Inc.

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

Form 5500-SF

FILING_RECEIVED

Carterra 401(k) Plan

401(k) retirement plan · Carterra, Inc.'s Carterra 401(k) Plan held $2.8M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Marcus Bowie signed Carterra, Inc.'s 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

Carterra, Inc.'s EIN is 83-0413045.

EIN 83-0413045

Plan number 001

Plan year 2024

ACK ID 20250717162910NAL0000340771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carterra, Inc.'s 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 CARTERRA, INC..

Finding similar companies…

Plan health score

Above-average plan

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