Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARTER MCKENZIE SELECT, LLC
EIN 20-5769565staffing and recruitingLatest filing 2025
Plans
4
Retirement
4
$11.9M assets
Welfare
0
Participants
254
300 LITTLETON ROAD SUITE 302 - PARSIPPANY, NJ 07054973-244-6060cartermckenzie.comLinkedIn1-10 employeesstaffing and recruiting
Retirement portfolio analytics
4 plans aggregated / $11.9M assets / 254 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#005
CARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN
CashBalance
Assets$4.8M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN
401k
Assets$3.6M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN
401k
Assets$3.2M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN
ProfitSharing
Assets$297K
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN | CashBalance | $4.8M | 59 | 2025 | |
| 002 | CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN | 401k | $3.6M | 34 | 2025 | |
| 003 | CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN | 401k | $3.2M | 101 | 2025 | |
| 004 | CARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN | ProfitSharing | $297K | 60 | 2025 |
Retirement plans