Retirement plan

KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN

Name: KATHRYN M. CARTER - KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: KATHRYN M. CARTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN, KATHRYN M. CARTER

KATHRYN M. CARTEREIN 95-4101426Plan #003PY 2025

3699 WILSHIRE BLVD STE 635 - LOS ANGELES, CA 900102743213-386-1000

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$13.7M

+28.5% from 2024

Total participants

0.0% from 2024

Average account balance

$6,847,294

+28.5% from 2024

Annual return

28.79%

-10.78 pp from 2024

Benchmarks

See 29,044 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort29,044 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.69M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$6.8M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+28.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D2R3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,847,294

$209,336+3171.0%

$197,124+3373.6%

$137,256+4888.7%

Participation rate

100.0%

87.3%+12.7pp

86.7%+13.3pp

80.0%+20.0pp

Annual return

28.79%

48.09%-19.3pp

44.34%-15.6pp

220.34%-191.6pp

Employer contribution / active EE

$26,455

$6,591+301.4%

$6,227+324.8%

$4,156+536.5%

Participant deferral / active EE

$15,500

$9,614+61.2%

$9,135+69.7%

$6,407+141.9%

Admin fee / account holder

$17,308-100.0%

$16,298-100.0%

$12,270-100.0%

KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion