CHAD Livasy signed Carolinas Pathology Group, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carolinas Pathology Group, P.A.'s EIN is 56-0986500.
Download the official 2024 Form 5500 (PDF) for Carolinas Pathology Group, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carolinas Pathology Group, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLOTTE, NC |
| NONE |
| $21K |
| — |
| PROVIDENCE CAPITAL ADVISORS | — | CHARLOTTE, NC | NONE | $13K | — |
| HARBOR CAPITAL MANAGEMENT INC. | — | CHARLOTTE, NC | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | — | PHOENIX, AZ | NONE | $73K | — |
| MERRILL LYNCH | — | HUNTERSVILLE, NC | NONE | $26K | — |
| MORGAN STANLEY | — | CHARLOTTE, NC | NONE | $8K | — |
| RBC WEALTH MANAGEMENT | — | CHARLOTTE, NC | NONE | $6K | — |
| HARDY REED/FIDELITY | — | TUPELO, MS | NONE | $6K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
