· 2022–2024 · DOL EFAST2

NORTH CAROLINA MEDICAL SOCIETY — NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250710135559NAL0005577457001

NORTH CAROLINA MEDICAL SOCIETY

Form 5500-SF

FILING_RECEIVED

NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

31

Accounts w/ balance

45

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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

73

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

NORTH CAROLINA MEDICAL SOCIETY

EIN

56-0320130

Address

222 N. PERSON STREET · P.O. BOX 27167 · RALEIGH, NC · 27601

Phone

(919) 833-3836

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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