P 401(k) Plan Report

Stable plan record

CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN

Sponsored by CARTER MCKENZIE SELECT, LLC · EIN/PN 205769565-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,347
Administrative cost per participant
2025
$678
Active participants
2025
13
Total plan assets
2025
$3,617,779
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260706133921NAL002337884800113$2,347
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.