Carter Express, Inc. 401(k) Plan: Login, Facts & Contact Information
Carter Express, Inc. 401(k) Login
233 former Carter Express, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Carter Express, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $4.48 million went into the plan in contributions, $1.34 million of it from the employer (30%).
- $2.83 million was paid out to participants.
- Investment and other income added $2.53 million.
- Administrative expenses were $30,261, about $26 per account.
How the Carter Express, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,829 | $16.9 million | $700,825 | $1.67 million |
| 2020 | 1,567 | $19.8 million | $808,903 | $2.21 million |
| 2021 | 1,512 | $22.1 million | $868,810 | $3.67 million |
| 2022 | 1,450 | $19.6 million | $1.11 million | $3.06 million |
| 2023 | 1,929 | $23.6 million | $1.31 million | $3.41 million |
| 2024 | 2,080 | $27.7 million | $1.34 million | $2.83 million |
Carter Express, Inc. 401(k) Contact Information
Questions about the Carter Express, Inc. 401(k)
Does Carter Express, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.34 million, 30% of all contributions.
Does the Carter Express, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Carter Express, Inc 401(k) plan?
2,080 participants at the start of plan year 2024, 2,052 of them active employees, and 233 former employees who still had money in the plan.
What is the average 401(k) balance at Carter Express, Inc?
About $23,751 per account: $27.7 million in plan assets across 1,166 accounts with a balance at the end of plan year 2024.
Who manages the Carter Express, Inc 401(k) accounts?
Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Carter Express, Inc. How do I access my 401(k)?
Your account stays with Merrill Benefits OnLine 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.