Original filing (PDF)20240903135131NAL0018988417001

FIRSTHEALTH OF THE CAROLINAS

Name: FIRSTHEALTH OF THE CAROLINAS — FIRSTHEALTH OF THE CAROLINAS, INC. 401(K) PLAN, Form 5500 (2023)
Creator: FIRSTHEALTH OF THE CAROLINAS

Form 5500

FILING_RECEIVED

FIRSTHEALTH OF THE CAROLINAS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

9 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRSTHEALTH OF THE CAROLINAS.

Plan sponsor

Name

FIRSTHEALTH OF THE CAROLINAS

EIN

56-1936354

Address

155 MEMORIAL DR · PINEHURST, NC · 28374

Phone

(910) 715-1357

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-15

Filed

2024-09-03

Pension benefit codes

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
FID FRDM BLND 2055 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 113	Common Collective Trust	$0	—
FID FRDM BLND 2035 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 092	Common Collective Trust	$0	—
FID FRDM BLND 2045 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 094	Common Collective Trust	$0	—
FID FRDM BLND 2020 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 089	Common Collective Trust	$0	—
FID FRDM BLND 2040 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 093	Common Collective Trust	$0	—
FID FRDM BLND 2030 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 091	Common Collective Trust	$0	—
FID FRDM BLND 2050 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 095	Common Collective Trust	$0	—
FID FRDM BLND 2025 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 090	Common Collective Trust	$0	—
FID FRDM BLND 2015 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 088	Common Collective Trust	$0	—

1–9 of 9

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