Original filing (PDF)20250525162404NAL0004793793001

Carolina Initiatives

Name: Carolina Initiatives — Carolina Initiatives Defined, Form 5500 (2024)
Creator: Carolina Initiatives
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina Initiatives Defined Benefit Plan

Defined-benefit pension plan · Carolina Initiatives' Carolina Initiatives Defined Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Stephen Holland signed Carolina Initiatives' 2024 Form 5500 as plan administrator.

Stephen Holland — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carolina Initiatives' EIN is 27-1631332.

EIN 27-1631332

Plan number 002

Plan year 2024

ACK ID 20250525162404NAL0004793793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carolina Initiatives from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carolina Initiatives' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLINA INITIATIVES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score