Carter Funds, LLC
Tampa, FL, 33609
- Plans
- 2
- Total participants
- 1,768
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 531110
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Carter Funds LLC 401(K) Plan | 213 |
| 2024 | Form 5500 | 501 | Carter Funds Welfare Benefit Plan | 270 |
| 2023 | Form 5500 | 001 | Carter Funds LLC 401(K) Plan | 201 |
| 2023 | Form 5500 | 501 | Carter Funds Welfare Benefit Plan | 269 |
| 2022 | Form 5500 | 001 | Carter Funds LLC 401(K) Plan | 155 |
| 2022 | Form 5500 | 501 | Carter Funds Welfare Benefit Plan | 263 |
| 2021 | Form 5500 | 001 | Carter Funds LLC 401(K) Plan | 89 |
| 2021 | Form 5500 | 501 | Carter Funds Welfare Benefit Plan | 177 |
| 2020 | Form 5500 | 001 | Carter Funds LLC 401(K) Plan | 131 |
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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