PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Carnegie Private Wealth LLC

Filings through Oct 24, 2026.

Carnegie Private Wealth LLC

EIN 92-1547248-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Health & Benefits
0
Participants
27
6101 CARNEGIE BLVD STE 520 - CHARLOTTE, NC 282094653704-737-1964carnegiepw.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.1M - 27 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CARNEGIE PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$1.1M
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARNEGIE PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$1.1M272025
  • CARNEGIE PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST$1.1M
    #001 · 401(k) · 202527
Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica