SARA Carter signed Carter Motors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carter Motors, Inc.'s EIN is 91-0721708.
Download the official 2024 Form 5500 (PDF) for Carter Motors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carter Motors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $23K | — |
| OLIVER CAPITAL MANAGEMENT INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $2.1M | 15.7% | |
| American Funds 2040 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $1.9M | 14.9% | |
| American Funds 2035 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $1.8M | 13.5% | |
| American Funds 2045 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $1.4M | 10.9% | |
| American Funds 2025 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $1.2M | 9.5% | |
| American Funds 2050 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $1.2M | 9.4% | |
| American Funds 2060 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $641K | 4.9% | |
| Vanguard Inflation-Protected Securities Admiral | Mutual Funds | — | — | $500K | 3.8% | |
| Money Market Fund Vanguard CR Fed Money Market Fund Adm | Mutual Funds | — | — | $481K | 3.7% | |
| American Funds 2065 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $434K | 3.3% | |
| American Funds 2055 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $416K | 3.2% | |
| American Funds 2020 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $375K | 2.9% | |
| Vanguard Information Technology Index Admiral | Mutual Funds | — | — | $202K | 1.5% | |
| Self-Directed Brokerage Accounts Common stocks, unit investment trusts, and cash | Self-Directed Brokerage | — | — | $180K | 1.4% | |
| Participant Loans Interest rates between 5.25% and 10.50% - | Bonds / Notes | — | — | $173K | 1.3% | |
| Vanguard Global Capital Cycles Fund Investor | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund R-6 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 14-1886561 |
| — |
| ADVISOR |
| $17K |
| — |
