Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
CARRIE CARTER MD PLLC
EIN 86-2827633Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
13
8440 WALNUT HILL LANE, SUITE 540 - DALLAS, TX 75231972-415-2409
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M 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#003
CARRIE CARTER, MD, PLLC CASH BALANCE PLAN
CashBalance
Assets$758K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARRIE CARTER MD PLLC 401(K) PLAN
401k
Assets$536K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CARRIE CARTER, MD, PLLC CASH BALANCE PLAN | CashBalance | $758K | 5 | 2025 | |
| 002 | CARRIE CARTER MD PLLC 401(K) PLAN | 401k | $536K | 8 | 2025 |
Retirement plans