# Carter Funds LLC 401(k) Plan
Source: https://planprovider.pro/companies/carter-funds-llc-401k-plan

> Carter Funds LLC's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carter Funds LLC

- **Sponsor EIN:** 842529306

- **Sponsor Address:** 4890 W. KENNEDY BOULEVARD, TAMPA, FL, 33609

- **Plan Type:** 401(k)

- **Total Participants:** 213

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|213|$7.4M|$176,013|$1.2M|

| 2023|201|$6.0M|$92,357|$1.2M|

| 2022|155|$3.9M|$267,059|$835,540|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TOOLE KATZ & ROEMERSMA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TOOLE KATZ & ROEMERSMA, LLP](https://planprovider.pro/provider/toole-katz-and-roemersma-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$13,455|—|$13,455|—|—|

| 2023|$8,488|—|$8,488|—|—|

| 2022|$8,296|$8,296|—|—|—|

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