PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Dave Carter and Associates, Inc
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Dave Carter and Associates, Inc

EIN 59-1782814-building materials-Latest filing 2025
Plans
3
Retirement
2
$33.5M assets
Health & Benefits
1
$154K premiums
Participants
506
3530 SOUTHWEST 7TH STREET - OCALA, FL 34474352-732-2992davecarter.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
3 filings
#002ESOP-$22.3M - 199 part#003401(k)-$11.2M - 199 part#501Mixed-$154K - 140 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $33.5M assets / 398 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$22.3M
  • PROFIT SHARING 401(K) (#003)$11.2M
Total $33.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)199
  • PROFIT SHARING 401(K) (#003)199
Total 398Select a row to open it

Benefits portfolio analytics

1 plan / $154K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$80K
  • Vision$80K
  • Life$74K
  • Long-term disability$74K
  • Other$74K
Total $154K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

DAVE CARTER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.3M
Participants199
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

DCA PROFIT SHARING 401(K) PLAN

401(k)

Assets$11.2M
Participants199
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DAVE CARTER & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$154K
Covered lives140
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002DAVE CARTER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$22.3M1992025
#003DCA PROFIT SHARING 401(K) PLAN401(k)$11.2M1992025
  • DAVE CARTER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$22.3M
    #002 · ESOP · 2025199
  • DCA PROFIT SHARING 401(K) PLAN$11.2M
    #003 · 401(k) · 2025199

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DAVE CARTER & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$154K1402025
  • DAVE CARTER & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLAN$154K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025140
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica