William Carter 401(k) plan

The William Carter Company, Atlanta, GA. EIN 04-1156680. Annual reports 2012–2024.

The William Carter Company has one active retirement plan on file, the Carters 401(k) Savings Plan, with 8,196 participants and $318 million in assets in 2024. Merrill has been its recordkeeper since 2017. No traditional pension plan appears in William Carter's filings since 2012.

Active plans: 1
Participants: 8,196
Plan assets: $318 million
401(k) recordkeeper: Merrill
Plans on file: 1
Industry: Manufacturing

The plan

Carters 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 04-1156680
Participants (2024): 8,196
Net assets (2024): $318 million
Recordkeeper: MerrillEarlier: John Hancock (2015–2016), New York Life Investment Management (2013–2014)
Plan administrator: The William Carter Company
3438 Peachtree Road Ne, Suite 1800
Atlanta, GA 30326
(678) 399-4436As filed for 2024
In effect since: December 1, 1988

Earlier plan names: Retirement Savings Plan for Employees of the William Carter Company.

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,196	$318 million	Merrill
2023	8,665	$286 million	Merrill
2022	8,749	$248 million	Merrill
2021	7,411	$290 million	Merrill
2020	7,715	$255 million	Merrill
2019	7,441	$233 million	Merrill
2018	7,243	$188 million	Merrill
2017	7,531	$190 million	Merrill
2016	6,257	$143 million	John Hancock
2015	5,966	$122 million	John Hancock
2014	5,268	$114 million	New York Life Investment Management
2013	8,265	$101 million	New York Life Investment Management
2012	5,212	$85.3 million	not listed

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Carters 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((678) 399-4436). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Carters 401(k) Savings Plan

If you had money in one of these plans

What these numbers are

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