CARTER MOTORS, INC. 401(K) PLAN
Plan Contact
- Address: 5202 LEARY AVE NW,SEATTLE,WA
- Contact person: SARA CARTER
- Phone: (206) 782-7475
Plan General Information
CARTER MOTORS, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CARTER MOTORS, INC. 401(K) PLAN is $11,047,251.00.This plan was established in 1995.
CARTER MOTORS, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CARTER MOTORS, INC. 401(K) PLAN is 331
CARTER MOTORS, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CARTER MOTORS, INC. 401(K) PLAN is $33,375.00
CARTER MOTORS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CARTER MOTORS, INC. 401(K) PLAN is $4,703.00.
CARTER MOTORS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CARTER MOTORS, INC. 401(K) PLAN is 25.21%.
CARTER MOTORS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CARTER MOTORS, INC. 401(K) PLAN is 15.25%. This measures the effectiveness of the plan participants' investments in the year.
CARTER MOTORS, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CARTER MOTORS, INC. 401(K) PLAN is 0.82%.
Enrollment Features
CARTER MOTORS, INC. 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
Recent Articles
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...