First Carolina Management, Inc. 401(k) Plan
Sponsored by First Carolina Management. Inc. · EIN 561672011 · Plan #001 · Rocky Mount, NC
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 190
- With balances
- 195
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Participant loan processing, Participant communication, Other services | $8,660 |
| Stifel Investment Services | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $45 |