What public Form 5500 filings show about the Carolina Home Medical, Inc. 401(k) plan — and how to find and check your own account.
Carolina Home Medical, Inc. (EIN 56-1987279) reports CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $20.3M in plan assets across 378 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 Home Medical, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is SPECTRUM EMPLOYEE BENEFITS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carolina Home Medical, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAROLINA WEALTH MANAGEMENT, NEWPORT GROUP, BLUE CROSS BLUE SHIELD OF NORTH CAR.
