FIRST CAROLINA MANAGEMENT. INC. 401(k) Plan
What public Form 5500 filings show about the FIRST CAROLINA MANAGEMENT. INC. 401(k) plan — and how to find and check your own account.
The FIRST CAROLINA MANAGEMENT. INC. 401(k) on its latest Form 5500
FIRST CAROLINA MANAGEMENT. INC. (EIN 56-1672011) reports FIRST CAROLINA MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $2.6M in plan assets across 190 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 FIRST CAROLINA MANAGEMENT. INC. filing — schedules, fees, and providers.
Who runs the FIRST CAROLINA MANAGEMENT. INC. 401(k)?
FIRST CAROLINA MANAGEMENT. INC.’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 FIRST CAROLINA MANAGEMENT. INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MEDCOST BENEFIT SERVICES, OAKBRIDGE INSURANCE AGENCY, STIFEL INVESTMENT SERVICES, AMERICAN TRUST.
How to check your FIRST CAROLINA MANAGEMENT. INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FIRST CAROLINA MANAGEMENT. INC. 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).