Carterpierce DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Carterpierce
  • Sponsor EIN: 922598072
  • Sponsor Address: 5724 E EXETER BLVD, PHOENIX, AZ, 85018
  • Plan Type: DC
  • Total Participants: 12
  • Total Assets: $20.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202312$20.2M$849,316$0

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