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  2. CAROLINA MATERIAL TECHNOLOGIES, INC.
Sponsor portfolio

CAROLINA MATERIAL TECHNOLOGIES, INC.

EIN 56-1958160-management consulting-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
15
1801 KILMONACK LANE - CHARLOTTE, NC 28270704-846-3737carolina-mt.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$1.1M - 9 part#002CashBalance-$675K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PLAN (#002)6
Total 15Click 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#001

CAROLINA MATERIAL TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CAROLINA MATERIAL TECHNOLOGIES, INC. CASH BALANCE PLAN

CashBalance

Assets$675K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINA MATERIAL TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN401k$1.1M92024
002CAROLINA MATERIAL TECHNOLOGIES, INC. CASH BALANCE PLANCashBalance$675K62024
Retirement plans
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