How big is Conservation Trust for North Carolina's plan?

Conservation Trust for North Carolina's plan reported $1.5M in assets and 8 participants for 2025.

Original filing (PDF)20260424011604NAL0008595872001

Conservation Trust for North Carolina

Name: Conservation Trust for North Carolina — Conservation, Form 5500 (2025)
Creator: Conservation Trust for North Carolina
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conservation Trust for North Carolina 403(b) Retirement Plan

401(k) retirement plan · Conservation Trust for North Carolina's Conservation Trust for North Carolina 403(b) Retirement Plan held $1.5M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Conservation Trust for North Carolina's EIN is 58-1552188.

EIN 58-1552188

Plan number 001

Plan year 2025

ACK ID 20260424011604NAL0008595872001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Conservation Trust for North Carolina from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Conservation Trust for North Carolina's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CONSERVATION TRUST FOR NORTH CAROLINA

EIN

all filings

Address

P.O. BOX 33333 · RALEIGH, NC · 27636

Phone

(919) 828-4199

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator