# Carter Motors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carter-motors-inc-401k-plan

> Carter Motors, INC.'s 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carter Motors, INC.

- **Sponsor EIN:** 910721708

- **Sponsor Address:** 5202 LEARY AVE NW, SEATTLE, WA, 981074821

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

- **Total Participants:** 327

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|327|$13.1M|$466,936|$1.6M|

| 2023|271|$11.0M|$0|$1.5M|

| 2022|261|$8.8M|$0|$1.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$53,807|—|$53,807|

| NORTHWESTERN MUTUAL WEALTH MGMT CO|ADVISOR|$23,006|—|$23,006|

| OLIVER CAPITAL MANAGEMENT INC|ADVISOR|$17,053|—|$17,053|

| BDO USA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NORTHWESTERN MUTUAL WEALTH MGMT CO](https://planprovider.pro/provider/northwestern-mutual) — ADVISOR

- [BDO USA, PC](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,866

- **Estimated Expense Ratio:** 0.717% of plan assets

### 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|$93,865|$40,059|—|—|—|

| 2023|$90,347|$62,915|—|—|—|

| 2022|$89,979|—|—|—|—|

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