Sponsor portfolio
CAROLINA ACCOUNTING & TAX SERVICE, PLLC
EIN 56-1807434accountingLatest filing 2025
Plans
1
Retirement
1
$735K assets
Welfare
0
Participants
13
5309 MONROE RD - CHARLOTTE, NC 28205704-375-2715carolinaaccountingservices.comLinkedIn1-10 employeesaccounting
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 | CAROLINA ACCOUNTING & TAX SERVICE, PLLC RETIREMENT TRUST | 401k | $735K | 13 | 2025 |
Retirement plans