AUMdb

Carters 401(k) Savings Plan

Sponsored by The William Carter Company · EIN 041156680 · Plan #004

Total assets
$319M
Net assets
$318M
Active participants
6,091
With balances
6,941

Plan year beginning 01/01/2024 · 401(k)

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).

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Sub-transfer agency fees, Float revenue $438,568
Cook Street Consulting Consulting fees $54,500
Rsm Us Llp Direct payment from the plan $43,750
Morgan Stanley Global Banking Opera Consulting fees $18,712