P 401(k) Plan Report

Stable plan record

PLANCENTRIC FINANCIAL GROUP 401(K) PLAN

Sponsored by CAROLINA BLUE INSURANCE SERVICES, LLC · EIN/PN 994745189-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,471
Administrative cost per participant
2025
$38
Active participants
2025
15
Total plan assets
2025
$1,610,119
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260306161756NAL000327029100115$2,471
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.