Carolina Home Medical, Inc. Profit Sharing Plan And Trust
Sponsored by Carolina Home Medical, Inc. · EIN 561987279 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 378
- With balances
- 223
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Carolina Wealth Management, Inc. CRD 131393 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carolina Wealth Management, Inc. | Investment advisory (plan), Direct payment from the plan | $39,628 |
| Spectrum Employee Benefits, Inc. | Plan administrator, Recordkeeping, Distribution (12b-1) fees | $17,551 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $4,370 |