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Filters:State: NC City: MORGANTON Clear all

Companies

companyA Caring Alternative, LLC
$1.2Mreported plan assets
EIN: 20-4357268Location: NCPlans: 2Participants: 269Latest: 2023
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companyIce River Springs Morganton, LLC
2loaded plans
EIN: 20-4878400Location: NCPlans: 2Participants: 68Latest: 2023
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companyFulenwider Enterprises, Inc.
$1.5Mreported plan assets
EIN: 56-0928790Location: NCPlans: 2Participants: 506Latest: 2023
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companyMorganton Eye Physicians, P.A.
$25.4Mreported plan assets
EIN: 56-1109834Location: NCPlans: 2Participants: 256Latest: 2023
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companyBlue Ridge Healthcare System
$101.7Mreported plan assets
EIN: 56-2150313Location: NCPlans: 2Participants: 4,593Latest: 2023
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companySeiren North America, LLC
$5.3Mreported plan assets
EIN: 56-2269914Location: NCPlans: 2Participants: 406Latest: 2023
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companyE.J. Victor, Inc.
$3.2Mreported plan assets
EIN: 58-1868552Location: NCPlans: 2Participants: 312Latest: 2023
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companyShaleswall Inc.
$1.5Mreported plan assets
EIN: 83-3912265Location: NCPlans: 1Participants: 3Latest: 2023
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Plans

planBlue Ridge Healthcare System Retirement Savings PlanFinancial statementProvider compensation2023 filing
$101.7Mreported assets (EOY)
Sponsor: Blue Ridge Healthcare SystemEIN: 56-2150313Plan: 001Participants: 3,212Assets: $101,725,328Net assets: $101.7MAssets / participant: $31.7KLocation: Morganton, NCLatest: 2023
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planMorganton Eye Physicians 401(K) Profit Sharing PlaFinancial statementProvider compensation2023 filing
$25.4Mreported assets (EOY)
Sponsor: Morganton Eye Physicians PaEIN: 56-1109834Plan: 001Participants: 151Assets: $25,426,113Net assets: $24.9MAssets / participant: $168.4KLocation: Morganton, NCLatest: 2023
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planSeiren North America, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
$5.3Mreported assets (EOY)
Sponsor: Seiren North America, LLCEIN: 56-2269914Plan: 001Participants: 219Assets: $5,309,499Net assets: $5.3MAssets / participant: $24.2KLocation: Morganton, NCLatest: 2023
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planE. J. Victor, Inc. 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
$3.2Mreported assets (EOY)
Sponsor: E. J. Victor, Inc.EIN: 58-1868552Plan: 001Participants: 166Assets: $3,227,971Net assets: $3.2MAssets / participant: $19.4KLocation: Morganton, NCLatest: 2023
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planPhoenix Taco LLC 401(K) Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
$2.4Mreported assets (EOY)
Sponsor: Phoenix Taco LLCEIN: 56-2108172Plan: 001Participants: 442Assets: $2,354,815Net assets: $2.4MAssets / participant: $5.3KLocation: Morganton, NCLatest: 2023
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planLowdermilk Church & Co 401-K Profit Sharing Plan 401-K Profit Sharing PlanFinancial statement2023 filing
$1.9Mreported assets (EOY)
Sponsor: Lowdermilk Church & Co LlpEIN: 56-1607661Plan: 001Participants: 8Assets: $1,885,954Net assets: $1.9MAssets / participant: $235.7KLocation: Morganton, NCLatest: 2023
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planFulenwider Enterprises, Inc. 401(K) Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
$1.5Mreported assets (EOY)
Sponsor: Fulenwider Enterprises, Inc.EIN: 56-0928790Plan: 001Participants: 277Assets: $1,507,003Net assets: $1.5MAssets / participant: $5.4KLocation: Morganton, NCLatest: 2023
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planShaleswall Inc. Retirement PlanFinancial statement2023 filing
$1.5Mreported assets (EOY)
Sponsor: Shaleswall Inc.EIN: 83-3912265Plan: 001Participants: 3Assets: $1,506,238Net assets: $1.5MAssets / participant: $502.1KLocation: Morganton, NCLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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