How big is Old North State Trust, LLC's plan?

Old North State Trust, LLC's plan reported $3.4M in assets and 30 participants for 2024.

Original filing (PDF)20250729143553NAL0001707139001

Old North State Trust, LLC

Name: Old North State Trust, LLC — Old North State Trust, Form 5500 (2024)
Creator: Old North State Trust, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Old North State Trust, LLC 401(k) Plan

401(k) retirement plan · Old North State Trust, LLC's Old North State Trust, LLC 401(k) Plan held $3.4M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Old North State Trust, LLC's EIN is 56-1861608.

EIN 56-1861608

Plan number 001

Plan year 2024

ACK ID 20250729143553NAL0001707139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old North State Trust, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old North State Trust, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD NORTH STATE TRUST, LLC.

Finding similar companies…

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