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CAROLINA BEHAVIORAL HEALTH ALLIANCE LLC — CAROLINA BEHAVIORAL HEALTH ALLIANCE 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250319100500NAL0004898737001
CAROLINA BEHAVIORAL HEALTH ALLIANCE LLC
Form 5500-SF
FILING_RECEIVED
CAROLINA BEHAVIORAL HEALTH ALLIANCE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
12
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAROLINA BEHAVIORAL HEALTH ALLIANCE LLC
.
Find decision makers
Plan sponsor
Name
CAROLINA BEHAVIORAL HEALTH ALLIANCE LLC
EIN
56-2151368
Address
2150 COUNTRY CLUB RD · STE 210 · WINSTON-SALEM, NC · 271044241
Phone
(336) 499-4000
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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