How big is Carolina Foothills Foundation's plan?

Carolina Foothills Foundation's plan reported $2.5M in assets and 19 participants for 2024.

Original filing (PDF)20250722124215NAL0006045250001

Carolina Foothills Foundation

Name: Carolina Foothills Foundation — Carolina Foothills, Form 5500 (2024)
Creator: Carolina Foothills Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina Foothills Foundation 401(k) Profit Sharing Plan

401(k) retirement plan · Carolina Foothills Foundation's Carolina Foothills Foundation 401(k) Profit Sharing Plan held $2.5M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Connie Bailey signed Carolina Foothills Foundation's 2024 Form 5500 as plan administrator.

Connie Bailey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carolina Foothills Foundation's EIN is 56-1337169.

EIN 56-1337169

Plan number 001

Plan year 2024

ACK ID 20250722124215NAL0006045250001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carolina Foothills Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carolina Foothills Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

CAROLINA FOOTHILLS FOUNDATION

EIN

all filings

Address

374 HUDLOW ROAD · FOREST CITY, NC · 28043

Phone

(828) 245-0095

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator