· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAROLINA FOUNDATION SOLUTIONS, LLC — CAROLINA FOUNDATION & AFFILIATE 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241011114506NAL0038616096004
CAROLINA FOUNDATION SOLUTIONS, LLC
Form 5500-SF
FILING_RECEIVED
CAROLINA FOUNDATION & AFFILIATE 401(K) PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
40
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAROLINA FOUNDATION SOLUTIONS, LLC
.
Find decision makers
Plan sponsor
Name
CAROLINA FOUNDATION SOLUTIONS, LLC
EIN
41-2071787
Address
PO BOX 2228 · BURLINGTON, NC · 27216
Phone
(336) 395-7050
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
PRESTIGE ROOFING, INC.
PRESTIGE ROOFING, INC. 401(K) PROFIT SHARING PLAN
$2.0M · 53 participants
BR ACOUSTICAL INC
BR ACOUSTICAL INC 401K PROFIT SHARING PLAN
$2.0M · 11 participants
T & T CONSTRUCTION OF CENTRAL FLA, INC.
T & T CONSTRUCTION RETIREMENT PLAN
$2.0M · 179 participants
SMART LOCAL 27 SUPPLEMENTAL UNEMPLOYMENT FUND TRUSTEES
SHEET METAL, AIR, RAIL TRANSPORTATION LOCAL NO.27 SUPPLEMENTAL UNEMPLOYMENT BENEFITS FUND
$2.0M · 333 participants
CHARTER ROOFING CO INC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CHARTER ROOFING CO INC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 21 participants
QUALITY TRUSTED COMMERCIAL & R
QUALITY TRUSTED COMMERCIAL & R 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 71 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
