Original filing (PDF)20251006153357NAL0006526608001

CARTER WOODARD, LLC

Name: CARTER WOODARD, LLC — CARTER + WOODARD CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: CARTER WOODARD, LLC

Form 5500-SF

FILING_RECEIVED

CARTER + WOODARD CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER WOODARD, LLC.

Plan sponsor

Name

CARTER WOODARD, LLC

EIN

85-4015478all filings

Address

2849 PACES FERRY ROAD - SUITE 250 · ATLANTA, GA · 30339

Phone

(470) 308-7467

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICE OF JILL O'CONNOR, P.C.

LOJHO 401(K) PLAN

$761K · 4 participants

THIVIERGE & ROTHBERG, P.C

THIVIERGE & ROTHBERG, P.C 401(K) PLAN

$761K · 6 participants

LAW OFFICES OF ANNA R. YUM, INC.

LAW OFFICES OF ANNA R. YUM DEFINED BENEFIT PLAN

$761K · 5 participants

DIMOPOULOS LAW FIRM

DIMOPOULOS LAW FIRM 401(K) PLAN

$762K · 70 participants

BANTA IMMIGRATION LAW, LTD.

BANTA IMMIGRATION LAW, LTD. RETIREMENT PLAN

$762K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.