· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAROLINA SALES ASSOCIATES — CAROLINA SALES ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930094651NAL0029019410001
CAROLINA SALES ASSOCIATES
Form 5500-SF
FILING_RECEIVED
CAROLINA SALES ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
20
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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 SALES ASSOCIATES
.
Find decision makers
Plan sponsor
Name
CAROLINA SALES ASSOCIATES
EIN
46-4371400
Address
14301 SOUTH LAKES DRIVE · SUITE A · CHARLOTTE, NC · 28273
Phone
(803) 831-7227
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
US MICRO SCREW LLC
US MICRO SCREW RETIREMENT PLAN
$1.3M · 3 participants
LION PLUMBING SUPPLY INC.
LION PLUMBING SUPPLY 401K/PROFIT SHARING PLAN
$1.3M · 41 participants
DIVISION TEN PLUS, INC.
DIVISION TEN PLUS, INC. PROFIT SHARING PLAN
$1.3M · 6 participants
AQUALINE, INC.
AQUALINE, INC. DEFINED BENEFIT PLAN
$1.3M · 10 participants
NORTHWEST IRON FIREMAN, INC.
NORTHWEST IRON FIREMAN, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 4 participants
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PITTSBURGH WATER COOLER SERVICE, INC.
PITTSBURGH WATER COOLER SERVICE, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 4 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
