Employers › Carter William
Recordkeeping fees per participant · Carters 401(k) Savings Plan · plan year 2024
$63.18
Higher than 69% of the 1,697 plans $250M to 1B that report it.
= $438,543 / 6,941
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009153755NAL0004049139001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009153755NAL0004049139001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$69.48
Higher than 52% of the 2,324 plans $250M to 1B that report it.
= $482,293 / 6,941
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009153755NAL0004049139001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009153755NAL0004049139001, received 2025-10-09
Administrative expenses per participant
$80.03
Higher than 44% of the 2,405 plans $250M to 1B that report it.
= $555,505 / 6,941
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009153755NAL0004049139001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009153755NAL0004049139001, received 2025-10-09
Administrative expenses as a share of assets
0.174%
Higher than 88% of the 2,407 plans $250M to 1B that report it.
= $555,505 / $318,711,882
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009153755NAL0004049139001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009153755NAL0004049139001, received 2025-10-09
Employer contributions per participant
$1,254
Higher than 11% of the 2,457 plans $250M to 1B that report it.
= $8,700,848 / 6,941
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009153755NAL0004049139001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009153755NAL0004049139001, received 2025-10-09
Employer share of total contributions
34.0%
Higher than 60% of the 2,459 plans $250M to 1B that report it.
= $8,700,848 / $25,565,704
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009153755NAL0004049139001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009153755NAL0004049139001, received 2025-10-09
Plan terms are described in Carter William Co's SEC filings: Form 10-K filed 2004-03-19. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3H controlled-group sponsor · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009153755NAL0004049139001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE WILLIAM CARTER COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Plan name | CARTERS 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Sponsor EIN / plan number | 04-1156680 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Industry (business code) | 315990, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Participants, beginning of year | 8,665 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Active participants | 6,091 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Participants, end of year | 8,196 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Participants with an account balance | 6,941 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Total assets, beginning of year | $286,966,650 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Total assets, end of year | $318,711,882 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Net assets, end of year | $317,997,957 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Total income | $67,854,777 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Net income | $32,372,599 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Employer contributions | $8,700,848 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Participant contributions | $16,083,688 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $781,168 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Total contributions | $25,565,704 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Benefit payments | $32,735,992 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $35,482,178 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Total administrative expenses | $555,505 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Recordkeeping fees | $438,543 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| IQPA audit fees | $43,750 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Investment advisory and management fees | $73,212 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Administrative expenses excluding investment management | $482,293 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Held in common/collective trusts | $20,731,092 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Held in mutual funds | $283,440,839 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009153755NAL0004049139001, received 2025-10-09 |
| Independent auditor | RSM US LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009153755NAL0004049139001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009153755NAL0004049139001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 60 Sub-transfer agency fees; 62 Float revenue; 72 Other investment fees and expenses | $438,568 | yes |
| COOK STREET CONSULTING | CONSULTANT | 70 Consulting fees | $54,500 | no |
| RSM US LLP | ACCOUNTANT | 50 Direct payment from the plan | $43,750 | no |
| MORGAN STANLEY GLOBAL BANKING OPERA | CONSULTANT | 70 Consulting fees | $18,712 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009153755NAL0004049139001, received 2025-10-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $286,966,650 | $318,711,882 | 11.1% |
| Participants with a balance | 7,696 | 6,941 | -9.8% |
| Administrative expenses | $534,340 | $555,505 | 4.0% |
| Recordkeeping fees per participant | $54.78 | $63.18 | 15.3% |
| Employer contributions | $8,005,510 | $8,700,848 | 8.7% |
Prior filing 20240925175359NAL0005620547001, received 2024-09-25; the plan years are contiguous.
Sponsor name as filed: THE WILLIAM CARTER COMPANY; SEC registrant: CARTER WILLIAM CO (CIK 795363, matched by EIN).