How big is Carolina Weatherization LLC's plan?

Carolina Weatherization LLC's plan reported $58K in assets and 16 participants for 2024.

Original filing (PDF)20251110142044NAL0006101122001

Carolina Weatherization LLC

Name: Carolina Weatherization LLC — Form 5500 (2024)
Creator: Carolina Weatherization LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Carolina Weatherization LLC held $58K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

People on this filing

Matthew Philips signed Carolina Weatherization LLC's 2024 Form 5500 as plan administrator.

Matthew Philips — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carolina Weatherization LLC's EIN is 56-2597798.

EIN 56-2597798

Plan number 001

Plan year 2024

ACK ID 20251110142044NAL0006101122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carolina Weatherization LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carolina Weatherization LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CAROLINA WEATHERIZATION LLC

EIN

all filings

Address

107 AGNEW CT · WAKE FOREST, NC · 27587

Phone

(919) 261-0005

Industry

Construction

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

2025-11-10

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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