PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BRIAN A. CARTER, INC.
Sponsor portfolio

BRIAN A. CARTER, INC.

EIN 47-3937975-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
23
P.O. BOX 526 - HANAPEPE, HI 96716808-335-5342
Plans on this EIN
2 filings
#002401k-$833K - 13 part#003CashBalance-$768K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • 401(K) RETIREMENT PLAN (#002)52%
  • CASH BALANCE PLAN (#003)48%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)13
  • CASH BALANCE PLAN (#003)10
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BRIAN A. CARTER, INC. 401(K) RETIREMENT PLAN

401k

Assets$833K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BRIAN A. CARTER, INC. CASH BALANCE PLAN

CashBalance

Assets$768K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRIAN A. CARTER, INC. 401(K) RETIREMENT PLAN401k$833K132025
003BRIAN A. CARTER, INC. CASH BALANCE PLANCashBalance$768K102025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica