Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARTER MORSE & GOODRICH, INC.
EIN 06-1291005investment bankingLatest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
25
99 HARBOR ROAD - SOUTHPORT, CT 06890203-349-8371cartermorse.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARTER MORSE & GOODRICH, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$5.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARTER MORSE & GOODRICH, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARTER MORSE & GOODRICH, INC. 401(K) PROFIT SHARING PLAN | 401k | $5.8M | 17 | 2025 | |
| 002 | CARTER MORSE & GOODRICH, INC. CASH BALANCE PENSION PLAN | CashBalance | $3.5M | 8 | 2025 |
Retirement plans