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

Carter Private Wealth, LLC's plan reported $184 in assets and 2 participants for 2024.

Original filing (PDF)20250729140929NAL0003422609001

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 SOCA Benefit Plan

Health & welfare plan · Carter Private Wealth, LLC's Carter Private Wealth, LLC SOCA Benefit Plan held $184 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$184

Net assets (EOY)

$65

People on this filing

Matt Appenzeller signed Carter Private Wealth, LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 501

Plan year 2024

ACK ID 20250729140929NAL0003422609001

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 health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score