Eshares, INC. Dba Carta INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Eshares, INC. Dba Carta INC. (EIN 455639657)
  • Plan Type: 401(k)
  • Total Participants: 1,152
  • Total Assets: $129.0M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,152$129.0M$4.9M$18.4M
20231,210$100.5M$5.5M$19.1M
20221,599$66.7M$5.3M$19.3M

Service Providers

  • TANNER LLC — Accountant / Independent Qualified Public Accountant

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