What public Form 5500 filings show about the Carolina Geriatric Specialists, LLC 401(k) plan — and how to find and check your own account.
Carolina Geriatric Specialists, LLC (EIN 27-3397321) reports CAROLINA GERIATRIC SPECIALISTS, LLC 401(K) on its most recent Form 5500, with $73K 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 Geriatric Specialists, LLC filing — schedules, fees, and providers.
Carolina Geriatric Specialists, LLC’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 Geriatric Specialists, LLCHR for the recordkeeper’s name and login.
