Carter-jones Companies 401(k) Plan: Login, Facts & Contact Information
Carter-jones Companies 401(k) Login
2,316 former Carter-jones Companies employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Carter-jones Companies 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 18, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $19.0 million went into the plan in contributions, $2.87 million of it from the employer (15%).
- $9.77 million was paid out to participants.
- Investment and other income added $15.8 million.
- Administrative expenses were $148,316, about $25 per account.
How the Carter-jones Companies 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 4,058 | $85.0 million | $1.52 million | $4.66 million |
| 2020 | 4,127 | $104.2 million | $1.71 million | $4.83 million |
| 2021 | 4,484 | $123.4 million | $2.02 million | $5.95 million |
| 2022 | 4,849 | $116.4 million | $2.48 million | $7.05 million |
| 2023 | 5,482 | $142.6 million | $2.70 million | $10.2 million |
| 2024 | 5,985 | $167.4 million | $2.87 million | $9.77 million |
Carter-jones Companies 401(k) Contact Information
Questions about the Carter-jones Companies 401(k)
Does Carter-jones Companies contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.87 million, 15% of all contributions.
Does the Carter-jones Companies 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Carter-jones Companies 401(k) plan?
5,985 participants at the start of plan year 2024, 3,953 of them active employees, and 2,316 former employees who still had money in the plan.
What is the average 401(k) balance at Carter-jones Companies?
About $28,071 per account: $167.4 million in plan assets across 5,964 accounts with a balance at the end of plan year 2024.
Who manages the Carter-jones Companies 401(k) accounts?
USI Consulting Group is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Carter-jones Companies. How do I access my 401(k)?
Your account stays with USI Consulting Group 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.