# Carter Funds, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/carter-funds-llc-842529306-501

> Carter Funds, LLC's Health & Welfare plan: 270 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 BLVD, SUITE 200, TAMPA, FL, 33609

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 270

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|270|$0|$0|$0|

| 2023|269|$0|$0|$0|

| 2022|263|$0|$0|$0|

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