Original filing (PDF)20250905144331NAL0010641747001

CAROLINA AGE MANAGEMENT INSTITUTE, P. C.

Name: CAROLINA AGE MANAGEMENT INSTITUTE, P. C. — CAROLINA AGE MANAGEMENT INSTITUTE, P.C. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: CAROLINA AGE MANAGEMENT INSTITUTE, P. C.

Form 5500-SF

FILING_RECEIVED

CAROLINA AGE MANAGEMENT INSTITUTE, P.C. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CAROLINA AGE MANAGEMENT INSTITUTE, P. C.

EIN

27-2942039all filings

Address

16315 NORTHCROSS DRIVE · SUITE A · HUNTERSVILLE, NC · 28078

Phone

(704) 997-6530

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator