Douglas Benson signed Foundation for the Carolinas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation for the Carolinas' EIN is 56-6047886.
Download the official 2024 Form 5500 (PDF) for Foundation for the Carolinas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation for the Carolinas' plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | ADVISOR | $11K | — |
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.
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