Carolina Caring Retirement Plan
Sponsored by Carolina Caring, Inc. · EIN 561242526 · Plan #002
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 567
- With balances
- 583
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $64,553 |
| Lpl Financial Llc | Other services, Other commissions, Other fees | $0 |