CAPITAL MANAGEMENT OF THE CAROLINAS, LLC FIDELITY PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
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
77
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL MANAGEMENT OF THE CAROLINAS, LLC.
Plan sponsor
Name
CAPITAL MANAGEMENT OF THE CAROLINAS, LLC
EIN
56-2222703
Address
1520 SOUTH BOULEVARD, SUITE 230 · CHARLOTTE, NC · 28203
