Carolina AGE Management Institute, P.C. 401(k) Plan

The Carolina AGE Management Institute, P.C. 401(k) on its latest Form 5500

Carolina AGE Management Institute, P.C. (EIN 27-2942039) reports CAROLINA AGE MANAGEMENT INSTITUTE 401(K) PLAN on its most recent Form 5500, with $328K in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Carolina AGE Management Institute, P.C. filing — schedules, fees, and providers.

Who runs the Carolina AGE Management Institute, P.C. 401(k)?

Carolina AGE Management Institute, P.C.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Carolina AGE Management Institute, P.C.HR for the recordkeeper’s name and login.

How to check your Carolina AGE Management Institute, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Carolina AGE Management Institute, P.C. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).