# The William Carter Company 401(k) Plan
Source: https://planprovider.pro/companies/the-william-carter-company-401k-plan

> The William Carter Company's 401(k) plan: 6,091 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The William Carter Company

- **Sponsor EIN:** 041156680

- **Sponsor Address:** 3438 PEACHTREE ROAD NE, ATLANTA, GA, 30326

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

- **Total Participants:** 6,091

- **Total Assets:** $318.7M

## 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|6,091|$318.7M|$8.7M|$16.1M|

| 2023|6,486|$287.0M|$8.0M|$14.9M|

| 2022|6,479|$249.1M|$8.1M|$15.2M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$438,568|—|$438,568|

| COOK STREET CONSULTING|CONSULTANT|$54,500|—|$54,500|

| RSM US LLP|ACCOUNTANT|$43,750|—|$43,750|

| MORGAN STANLEY GLOBAL BANKING OPERA|CONSULTANT|$18,712|—|$18,712|

### Verified Provider Profiles

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

- [COOK STREET CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — CONSULTANT

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — ACCOUNTANT

- [MORGAN STANLEY GLOBAL BANKING OPERA](https://planprovider.pro/provider/morgan-stanley) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $555,530

- **Estimated Expense Ratio:** 0.174% 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|$555,505|$73,212|—|$43,750|—|

| 2023|$534,340|—|—|$41,654|—|

| 2022|$495,394|—|—|—|—|

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