Carlton Fields, P.a. 401(k) Plan: Login, Facts & Contact Information
Carlton Fields, P.a. 401(k) Login
286 former Carlton Fields, P.a. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Carlton Fields, P.a. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Feb 1, 2024 – Jan 31, 2025), filed Nov 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $11.5 million went into the plan in contributions, $727,446 of it from the employer (6%).
- $36.6 million was paid out to participants.
- Investment and other income added $47.5 million.
- Administrative expenses were $183,086, about $201 per account.
How the Carlton Fields, P.a. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 870 | $275.4 million | $3.29 million | $23.0 million |
| 2020 | 900 | $295.2 million | $1.90 million | $28.2 million |
| 2021 | 894 | $304.3 million | $3.50 million | $30.2 million |
| 2022 | 908 | $278.7 million | $1.88 million | $14.4 million |
| 2023 | 942 | $293.5 million | — | $27.2 million |
| 2024 | 944 | $315.7 million | $727,446 | $36.6 million |
Carlton Fields, P.a. 401(k) Contact Information
Questions about the Carlton Fields, P.a. 401(k)
Does Carlton Fields, P.a contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $727,446, 6% of all contributions.
Does the Carlton Fields, P.a 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Carlton Fields, P.a 401(k) plan?
944 participants at the start of plan year 2024, 666 of them active employees, and 286 former employees who still had money in the plan.
What is the average 401(k) balance at Carlton Fields, P.a?
About $347,281 per account: $315.7 million in plan assets across 909 accounts with a balance at the end of plan year 2024.
Who manages the Carlton Fields, P.a 401(k) accounts?
Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Carlton Fields, P.a. How do I access my 401(k)?
Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.