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  2. CAROLINA FOREST FAMILY EYECARE PA
Sponsor portfolio

CAROLINA FOREST FAMILY EYECARE PA

EIN 20-4815666-medical practice-Latest filing 2024
Plans
2
Retirement
2
$618K assets
Welfare
0
Participants
11
4225 CAROLINA EXCHANGE DR - MYRTLE BEACH, SC 29579843-903-6262carolinaforesteyecare.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$588K - 5 part#001401k-$30K - 6 part

Retirement portfolio analytics

2 plans aggregated / $618K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • CASH BALANCE PENSION (#002)95%
  • PA PROFIT SHARING/401(K) (#001)5%
Total $618KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PA PROFIT SHARING/401(K) (#001)6
  • CASH BALANCE PENSION (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAROLINA FOREST FAMILY EYECARE PA CASH BALANCE PENSION PLAN

CashBalance

Assets$588K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CAROLINA FOREST FAMILY EYECARE PA PROFIT SHARING/401(K) PLAN

401k

Assets$30K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINA FOREST FAMILY EYECARE PA CASH BALANCE PENSION PLANCashBalance$588K52024
001CAROLINA FOREST FAMILY EYECARE PA PROFIT SHARING/401(K) PLAN401k$30K62024
Retirement plans
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