What public Form 5500 filings show about the NC Bar Assoc 401(k) Plan 401(k) plan — and how to find and check your own account.
NC Bar Assoc 401(k) Plan (EIN 56-0583941) reports NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.6M in plan assets across 31 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 NC Bar Assoc 401(k) Plan filing — schedules, fees, and providers.
NC Bar Assoc 401(k) Plan’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 NC Bar Assoc 401(k) PlanHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OAK HARBOR WEALTH PARTNERS, ALPHAGRAPHICS, GALLAGHER BENEFIT SERVICES, BROOKS PIERCE MCLENDON, PRIMEPAY, TRIUNE TECHNOLOGIES.
