How big is Carolina Foundation Solutions, LLC's plan?

Carolina Foundation Solutions, LLC's plan reported $2.0M in assets and 31 participants for 2023.

Original filing (PDF)20241011114506NAL0038616096004

Carolina Foundation Solutions, LLC

Name: Carolina Foundation Solutions, LLC — Carolina, Form 5500 (2023)
Creator: Carolina Foundation Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina Foundation & Affiliate 401(k) Plan

401(k) retirement plan · Carolina Foundation Solutions, LLC's Carolina Foundation & Affiliate 401(k) Plan held $2.0M in plan assets for 31 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

CHET Miller signed Carolina Foundation Solutions, LLC's 2023 Form 5500 as plan administrator.

CHET Miller — 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 Foundation Solutions, LLC's EIN is 41-2071787.

EIN 41-2071787

Plan number 001

Plan year 2023

ACK ID 20241011114506NAL0038616096004

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Carolina Foundation Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Carolina Foundation Solutions, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score