Dave Carter & Associates, Inc. Employee Stock Ownership Plan
Sponsored by Dave Carter & Associates, Inc. · EIN 591782814 · Plan #002
- Total assets
- $18.2M
- Net assets
- $18.0M
- Active participants
- 125
- With balances
- 199
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
No Schedule C on file for this plan year.
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $18.2M | 125 | ack 20251121143453NAL0003714131001 |
| 01/01/2020 | $6.7M | 117 | ack 20250120144007NAL0001315699001 |