Sponsor portfolio
CAROLINAS WEALTH MANAGEMENT
EIN 20-0494100financial servicesLatest filing 2024
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
10
1300 PROFESSIONAL DR, SUITE 202 - MYRTLE BEACH, SC 29577803-744-2581cwmg.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINAS WEALTH MANAGEMENT 401(K) PS PLAN | 401k | $2.1M | 10 | 2024 |
Retirement plans