CAROLINA WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
10
Active participants
3,647
Total plan assets
$129.3M
Filings (rows)
10
Direct comp
$287K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant5
Other3
Broker2
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN, NC | Advisor / Consultant ADVISOR | 378 | $20.3M | $40K |
| CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN, NC | Advisor / Consultant ADVISOR | 440 | $17.3M | $36K |
| TERMINIX COMPANY OF NORTH CAROLINA TERMINIX, ET AL. 401(K) PROFIT SHARING PLAN | FAYETTEVILLE, NC | Other NONE | 516 | $17.2M | $36K |
| TERMINIX COMPANY OF NORTH CAROLINA TERMINIX, ET AL. 401(K) PROFIT SHARING PLAN | FAYETTEVILLE, NC | Other NONE | 511 | $15.5M | $27K |
| CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN, NC | Advisor / Consultant ADVISOR | 388 | $14.0M | $36K |
| M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON, NC | Other NONE | 581 | $10.8M | $21K |
| M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON, NC | Advisor / Consultant ADVISOR | 303 | $10.3M | $22K |
| M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON, NC | Advisor / Consultant ADVISOR | 290 | $9.2M | $28K |
| MCGEE CORPORATION SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATION | MATTHEWS, NC | Broker BROKER | 130 | $8.2M | $20K |
| MCGEE CORPORATION SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATION | MATTHEWS, NC | Broker BROKER | 110 | $6.4M | $22K |