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CAROLINA PLANNING CONSULTANTS, LLP

EIN 56-2230211-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
3
323 CODDLE MARKET DR NW, SUITE 130 - CONCORD, NC 280272415704-786-4857cpcllp.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.1M - 3 part

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Retirement#001

CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN

401k

Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN401k$2.1M32025
Retirement plans
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