Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
CARTER FINANCIAL GROUP INC.
EIN 36-4339370insuranceLatest filing 2024
Plans
2
Retirement
2
$10.4M assets
Welfare
0
Participants
14
222 S COOK ST - BARRINGTON, IL 600104314847-713-2700carterfinancialgroup.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.4M assets / 14 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 FINANCIAL GROUP, INC. 401K P/S PLAN
401k
Assets$6.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$3.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARTER FINANCIAL GROUP, INC. 401K P/S PLAN | 401k | $6.8M | 7 | 2024 | |
| 003 | CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST | CashBalance | $3.5M | 7 | 2024 |
Retirement plans