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CONSERVATION TRUST FOR NORTH CAROLINA — CONSERVATION TRUST FOR NORTH CAROLINA 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250922205214NAL0013278674001
CONSERVATION TRUST FOR NORTH CAROLINA
Form 5500-SF
FILING_RECEIVED
CONSERVATION TRUST FOR NORTH CAROLINA 403(B) RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
CONSERVATION TRUST FOR NORTH CAROLINA
.
Find decision makers
Plan sponsor
Name
CONSERVATION TRUST FOR NORTH CAROLINA
EIN
58-1552188
Address
P.O. BOX 33333 · RALEIGH, NC · 27636
Phone
(919) 828-4199
Industry
Agriculture, Forestry, Fishing, Hunting
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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HUNTERDON LAND TRUST
HUNTERDON LAND TRUST 401(K) 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 5 participants
WISSAHICKON VALLEY WATERSHED ASS
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HONEYWELL INTERNATIONAL INC
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$16.2B
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