How big is Carter Lewis LLC's plan?

Carter Lewis LLC's plan reported $10K in assets for 2025.

Original filing (PDF)20260423221002NAL0002832227054

Carter Lewis LLC

Name: Carter Lewis LLC — Carter Lewis 401(k) Plan, Form 5500 (2025)
Creator: Carter Lewis LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Lewis 401(k) Plan

401(k) retirement plan · Carter Lewis LLC's Carter Lewis 401(k) Plan reported $10K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Elantha Barry signed Carter Lewis LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Lewis LLC's EIN is 84-4593456.

EIN 84-4593456

Plan number 001

Plan year 2025

ACK ID 20260423221002NAL0002832227054

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carter Lewis LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carter Lewis LLC'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 CARTER LEWIS LLC.

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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