How big is Carter Private Wealth, LLC's plan?

Carter Private Wealth, LLC's plan reported $85K in assets and 3 participants for 2024.

Original filing (PDF)20251015112714NAL0009326514001

Carter Private Wealth, LLC

Name: Carter Private Wealth, LLC — Carter Private Wealth, Form 5500 (2024)
Creator: Carter Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Private Wealth LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Carter Private Wealth, LLC's Carter Private Wealth LLC 401(k) Profit Sharing Plan held $85K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Anthony Warren signed Carter Private Wealth, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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 Private Wealth, LLC's EIN is 88-2765478.

EIN 88-2765478

Plan number 001

Plan year 2024

ACK ID 20251015112714NAL0009326514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Private Wealth, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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