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CAROLINA BLUE INSURANCE SERVICES, LLC

EIN 99-4745189-health, wellness and fitness-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
16
6000 FAIRVIEW RD., SUITE 1425 - CHARLOTTE, NC 28210704-442-4475carolinascreening.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
1 filing
#001401k-$1.6M - 16 part

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Retirement#001

PLANCENTRIC FINANCIAL GROUP 401(K) PLAN

401k

Assets$1.6M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLANCENTRIC FINANCIAL GROUP 401(K) PLAN401k$1.6M162025
Retirement plans
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