Seretha Powell signed First Carolina Management. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Carolina Management. Inc.'s EIN is 56-1672011.
Download the official 2024 Form 5500 (PDF) for First Carolina Management. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Carolina Management. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 60-0951563 | — | NONE | $9K | — |
| STIFEL INVESTMENT SERVICES | 43-1273600 | — | NONE | $45 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.0M | 74.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $623K | 23.7% | |
| [Assets held in participant loans] | Other | — | — | $27K | 1.0% |
