Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARTER WOODARD, LLC
EIN 85-4015478legal servicesLatest filing 2025
Plans
2
Retirement
2
$985K assets
Welfare
0
Participants
13
2849 PACES FERRY ROAD, SUITE 250 - ATLANTA, GA 30339470-308-7467carterwoodard.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $985K assets / 13 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 + WOODARD CASH BALANCE PENSION PLAN
CashBalance
Assets$895K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARTER + WOODARD 401(K) PROFIT SHARING PLAN
401k
Assets$89K
Participants7
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 + WOODARD CASH BALANCE PENSION PLAN | CashBalance | $895K | 6 | 2025 | |
| 001 | CARTER + WOODARD 401(K) PROFIT SHARING PLAN | 401k | $89K | 7 | 2025 |
Retirement plans