Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

14 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:State: NC City: SHALLOTTE Clear all

Companies

companyAtlantic Telephone Membership Corporation
$14Mreported plan assets
EIN: 20-8662055Location: NCPlans: 1Participants: 261Latest: 2023
View company financial profile →
companyAtlantic Telephone Membership Corporation
1loaded plans
EIN: 56-0634573Location: NCPlans: 1Participants: 400Latest: 2023
View company financial profile →
companyR.D. White & Sons, Inc.
$3.9Mreported plan assets
EIN: 56-1223522Location: NCPlans: 1Participants: 52Latest: 2023
View company financial profile →

Plans

planAtlantic Telephone Membership Corporation Retiree Welfare Benefit Plan TrustFinancial statementProvider compensation2023 filing
$14Mreported assets (EOY)
Sponsor: Atlantic Telephone Membership CorporationEIN: 20-8662055Plan: 501Participants: 261Assets: $13,988,935Net assets: $14MAssets / participant: $53.6KLocation: Shallotte, NCLatest: 2023
View financial statement →
planR D White & Sons, Inc. 401(K) Ps Plan & TrustFinancial statement2023 filing
$3.9Mreported assets (EOY)
Sponsor: R.D. White & Sons, Inc.EIN: 56-1223522Plan: 001Participants: 52Assets: $3,887,289Net assets: $3.9MAssets / participant: $74.8KLocation: Shallotte, NCLatest: 2023
View financial statement →
planAtlantic Telephone Membership Corporation, Dba Focus Broadband Health & Welfare Benefits Plan2023 filing
Sponsor: Atlantic Telephone Membership CorporationEIN: 56-0634573Plan: 505Participants: 400Assets: not reported in the loaded datasetLocation: Shallotte, NCLatest: 2023
View plan profile →

Service providers

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