Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARTER HEALTH, LLC
EIN 26-2352332hospital & health careLatest filing 2024
Plans
2
Retirement
2
$833K assets
Welfare
0
Participants
21
1902 CYPRESS LAKE DRIVE, STE 150 - ORLANDO, FL 32811407-296-6689carter-health.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $833K assets / 21 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#002
CARTER HEALTH, LLC CASH BALANCE PLAN
CashBalance
Assets$439K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARTER HEALTH, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$394K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARTER HEALTH, LLC CASH BALANCE PLAN | CashBalance | $439K | 10 | 2024 | |
| 001 | CARTER HEALTH, LLC 401(K) PROFIT SHARING PLAN | 401k | $394K | 11 | 2024 |
Retirement plans