Carter Healthcare, Llc 401(k) Plan: Login, Facts & Contact Information

Carter Healthcare, Llc 401(k) Plan Facts

Plan name
CARTER HEALTHCARE, LLC 401(K) AND PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARTER HEALTHCARE,LLC
Participants
676 (169 active employees)
Former employees with a balance
407
Plan assets
$10,924,300 at Dec 31, 2024
Average account balance
$21,762 across 502 accounts
Recordkeeper
Voya Retirement Insurance And Annui
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 1993
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $363,891 went into the plan in contributions.
  • $2.53 million was paid out to participants.
  • Investment and other income added $1.63 million.
  • Administrative expenses were $83,069, about $165 per account.

How the Carter Healthcare, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,059$17.2 million$158,901$2.89 million
20201,060$15.6 million—$4.20 million
2021911$16.1 million—$2.39 million
2022863$11.1 million$213$3.20 million
2023740$11.6 million$788$1.71 million
2024676$10.9 million—$2.53 million

Carter Healthcare, Llc 401(k) Contact Information

Phone
405-947-7700
Mailing address
7725 W. RENO AVE SUITE 332, OKLAHOMA CITY OK 73127
Plan sponsor
CARTER HEALTHCARE,LLC
Employer identification number (EIN)
73-1443438
Plan number
001

Questions about the Carter Healthcare, Llc 401(k)

Does Carter Healthcare, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Carter Healthcare, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Carter Healthcare, Llc 401(k) plan?

676 participants at the start of plan year 2024, 169 of them active employees, and 407 former employees who still had money in the plan.

What is the average 401(k) balance at Carter Healthcare, Llc?

About $21,762 per account: $10.9 million in plan assets across 502 accounts with a balance at the end of plan year 2024.

Who manages the Carter Healthcare, Llc 401(k) accounts?

Voya Financial (listed on the filing as VOYA RETIREMENT INSURANCE AND ANNUI) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Carter Healthcare, Llc. How do I access my 401(k)?

Your account stays with Voya Financial 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.

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