Carter Mckenzie Select, LLC

Parsippany, NJ, 07054

EIN 20-5769565

Plans: 4
Total participants: 640
Filing years: 2024, 2023, 2022, 2021, 2020
NAICS: 812990

Plan sponsors in New Jersey Other Services (except Public Administration)

Benefit plans on file

Year	Form	Plan #	Plan name	Participants
2024	Form 5500-SF	002	Carter Mckenzie Select, LLC 401(K)/Profit Sharing Plan	15
2024	Form 5500-SF	003	Carter Mckenzie Select, LLC Employees' 401(K) Savings Plan	76
2024	Form 5500-SF	004	Carter Mckenzie Select, LLC Employees Profit Sharing Plan	26
2024	Form 5500-SF	005	Carter Mckenzie Select, LLC Cash Balance Plan	24
2023	Form 5500-SF	002	Carter Mckenzie Select, LLC 401(K)/Profit Sharing Plan	8
2023	Form 5500-SF	003	Carter Mckenzie Select, LLC Employees' 401(K) Savings Plan	107
2023	Form 5500-SF	004	Carter Mckenzie Select, LLC Employees Profit Sharing Plan	25
2023	Form 5500-SF	005	Carter Mckenzie Select, LLC Cash Balance Plan	18
2022	Form 5500-SF	002	Carter Mckenzie Select, LLC 401(K)/Profit Sharing Plan	12
2022	Form 5500-SF	003	Carter Mckenzie Select, LLC Employees' 401(K) Savings Plan	72
2022	Form 5500-SF	004	Carter Mckenzie Select, LLC Employees Profit Sharing Plan	24
2022	Form 5500-SF	005	Carter Mckenzie Select, LLC Cash Balance Plan	20
2021	Form 5500-SF	002	Carter Mckenzie Select, LLC 401(K)/Profit Sharing Plan	12
2021	Form 5500-SF	003	Carter Mckenzie Select, LLC Employees' 401(K) Savings Plan	68
2021	Form 5500-SF	004	Carter Mckenzie Select, LLC Employees Profit Sharing Plan	13
2021	Form 5500-SF	005	Carter Mckenzie Select, LLC Cash Balance Plan	18
2020	Form 5500-SF	002	Carter Mckenzie Select, LLC 401(K)/Profit Sharing Plan	12
2020	Form 5500-SF	003	Carter Mckenzie Select, LLC Employees' 401(K) Savings Plan	61
2020	Form 5500-SF	004	Carter Mckenzie Select, LLC Employees Profit Sharing Plan	13
2020	Form 5500-SF	005	Carter Mckenzie Select, LLC Cash Balance Plan	16

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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Carter Mckenzie Select, LLC

Benefit plans on file

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