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NORTH CAROLINA INDEPENDENT COLLEGES AND UNIVERSITIES — NORTH CAROLINA INDEPENDENT COLLEGES & UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260128114109NAL0004517728001
NORTH CAROLINA INDEPENDENT COLLEGES AND UNIVERSITIES
Form 5500-SF
FILING_RECEIVED
NORTH CAROLINA INDEPENDENT COLLEGES & UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
11
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
NORTH CAROLINA INDEPENDENT COLLEGES AND UNIVERSITIES
.
Find decision makers
Plan sponsor
Name
NORTH CAROLINA INDEPENDENT COLLEGES AND UNIVERSITIES
EIN
56-0775353
Address
530 N. BLOUNT STREET · RALEIGH, NC · 27604
Phone
(919) 832-5817
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-28
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2L · 403(b)(1) annuity
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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