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| Company Name: | KARTER CAPITAL ADVISORS, LLC |
| Employer identification number (EIN): | 861099204 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2009-07-01 | |||||
| Date last seen: 2025-06-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2009-07-01 | |||||
| Date last seen: 2025-10-13 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | KARTER CAPITAL ADVISORS, LLC | 2022-01-01 | 2022-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-14 | Employer Contributions | $ 500,000 |
| 2023-09-14 | Employee Contributions | $ 500,000 |
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