Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAROLINA AGE MANAGEMENT INSTITUTE, P.C.
EIN 27-2942039Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$2.2M assets
Welfare
0
Participants
66
16315 NORTHCROSS DR., SUITE A - HUNTERSVILLE, NC 28078704-997-6530
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.2M assets / 66 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#001
CAROLINA AGE MANAGEMENT INSTITUTE, P.C. 401(K) PLAN
401k
Assets$1.3M
Participants41
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CAROLINA AGE MANAGEMENT INSTITUTE, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$631K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CAROLINA AGE MANAGEMENT INSTITUTE 401(K) PLAN
401k
Assets$328K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINA AGE MANAGEMENT INSTITUTE, P.C. 401(K) PLAN | 401k | $1.3M | 41 | 2024 | |
| 002 | CAROLINA AGE MANAGEMENT INSTITUTE, P.C. CASH BALANCE PENSION PLAN | CashBalance | $631K | 12 | 2024 | |
| 003 | CAROLINA AGE MANAGEMENT INSTITUTE 401(K) PLAN | 401k | $328K | 13 | 2025 |
Retirement plans