Sponsor portfolio
JAMES R. WORRELL, GENERAL AGENT, INC.
EIN 57-0743546Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
51
6235 CARNEGIE BLVD - CHARLOTTE, NC 28211704-442-4478
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 | JAMES R. WORRELL, GENERAL AGENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 51 | 2025 |
Retirement plans