· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DEMOCRACY NORTH CAROLINA — DEMOCRACY NORTH CAROLINA 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715114656NAL0004565058001
DEMOCRACY NORTH CAROLINA
Form 5500-SF
FILING_RECEIVED
DEMOCRACY NORTH CAROLINA 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
26
Accounts w/ balance
37
Plan assets (EOY)
$779K
Net assets (EOY)
$779K
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
DEMOCRACY NORTH CAROLINA
.
Find decision makers
Plan sponsor
Name
DEMOCRACY NORTH CAROLINA
EIN
56-2271150
Address
3000 AERIAL CENTER PARKWAY · SUITE 160 · MORRISVILLE, NC · 27560
Phone
(919) 908-7932
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE CLOWES FUND, INC.
THE CLOWES FUND, INC. 403(B) RETIREMENT PLAN
$779K · 4 participants
AMERICAN RELIGIOUS TOWN HALL MEETING, INC.
ARTHM 403(B) ERISA PLAN
$779K · 316 participants
THE FAMILY PLACE UTAH
THE FAMILY PLACE UTAH 403(B) PLAN
$779K · 79 participants
DISABLED AMERICAN VETERANS
DISABLED AMERICAN VETERANS 401(K) PLAN
$779K · 17 participants
BOYS & GIRLS CLUBS OF GREATER KALAMAZOO, INC.
BOYS & GIRLS CLUBS OF GREATER KALAMAZOO RETIREMENT PLAN
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.
Small plan (5500-SF) — Schedule H data not available.
$779K · 13 participants
NORTHERN VIRGINIA EMERGENCY RESPONSE SYSTEM
NVERS 401(K) P/S PLAN
$779K · 16 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
