Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAROLINA ESTATE PROPERTIES
EIN 26-1705163Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$947K assets
Welfare
0
Participants
11
219 BREEZEDALE ROAD - EASLEY, SC 29640864-269-4522
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $947K assets / 11 participantsParticipants by plan
Active + retired + deferred vested
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 ESTATE PROPERTIES CASH BALANCE PLAN
CashBalance
Assets$807K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAROLINA ESTATE PROPERTIES PROFIT SHARING PLAN
ProfitSharing
Assets$140K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAROLINA ESTATE PROPERTIES CASH BALANCE PLAN | CashBalance | $807K | 3 | 2024 | |
| 001 | CAROLINA ESTATE PROPERTIES PROFIT SHARING PLAN | ProfitSharing | $140K | 8 | 2024 |
Retirement plans