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CARTER, TERRY & CO., INC.

EIN 58-1608676-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
5
3060 PEACHTREE ROAD NW, SUITE 1400 - ATLANTA, GA 303052241404-364-2070carterterry.comLinkedIn11-50 employees
Plans on this EIN
1 filing
#001401k-$1.5M - 5 part

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Retirement#001

CARTER, TERRY & CO. 401K PLAN

401k

Assets$1.5M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARTER, TERRY & CO. 401K PLAN401k$1.5M52025
Retirement plans
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