Sponsor portfolio
WHITNEY CARLETON CO., INC. T/A CARLETON INSURANCE
EIN 22-1811276Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$3.7M assets
Welfare
0
Participants
15
PO BOX 3420 - CHERRY HILL, NJ 08034856-482-6200
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHITNEY CARLETON CO. INC. T/A CARLETON INSURANCE AGENCY 401(K) PLAN | 401k | $3.7M | 15 | 2024 |
Retirement plans