Carter-haston Real Estate Services, Inc. 401(k) Plan: Login, Facts & Contact Information
Carter-haston Real Estate Services, Inc. 401(k) Login
288 former Carter-haston Real Estate Services, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Carter-haston Real Estate Services, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.06 million went into the plan in contributions, $112,667 of it from the employer (11%).
- $358,630 was paid out to participants.
- Investment and other income added $611,486.
- Administrative expenses were $3,525, about $6 per account.
How the Carter-haston Real Estate Services, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 367 | $1.33 million | $54,214 | $58,093 |
| 2020 | 450 | $2.08 million | $71,501 | $175,009 |
| 2021 | 516 | $2.85 million | $74,381 | $202,707 |
| 2022 | 533 | $2.77 million | $78,296 | $233,416 |
| 2023 | 590 | $3.93 million | $104,708 | $286,808 |
| 2024 | 668 | $5.24 million | $112,667 | $358,630 |
Carter-haston Real Estate Services, Inc. 401(k) Contact Information
Questions about the Carter-haston Real Estate Services, Inc. 401(k)
Does Carter-haston Real Estate Services, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $112,667, 11% of all contributions.
Does the Carter-haston Real Estate Services, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Carter-haston Real Estate Services, Inc 401(k) plan?
668 participants at the start of plan year 2024, 413 of them active employees, and 288 former employees who still had money in the plan.
What is the average 401(k) balance at Carter-haston Real Estate Services, Inc?
About $9,630 per account: $5.24 million in plan assets across 544 accounts with a balance at the end of plan year 2024.
Who manages the Carter-haston Real Estate Services, Inc 401(k) accounts?
Capital Group / American Funds is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Carter-haston Real Estate Services, Inc. How do I access my 401(k)?
Your account stays with Capital Group / American Funds 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.