CRD: 171534
Carolina Qualified Retirement Plan Advisers, LLC
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- Custodian
- Ascensus · Fidelity/NFS · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-2014
- Office Locations
- 1
Office Locations
About Carolina Qualified Retirement Plan Advisers, LLC
Carolina Corporate Plans, LLC (Carolina Qualified Retirement Plan Advisers) is a South Carolina-based consultant focused on employer-sponsored qualified retirement plans. The firm supports plan design, administration, and ongoing oversight for 401(k), profit sharing, new comparability, and solo 401(k) plans, helping employers get clear answers when recordkeepers or advisers fall short. Works with platforms including Fidelity/NFS and Ascensus.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
EUGENE WILLIAM SANDERS III
Chief Compliance Officer, Managing Principal, PRINCIPAL
- CRD
- #4738761
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,668,617 | $7,660,169 |
| Non-Discretionary | $53,209,052 | $53,209,052 |
| Total | $443,877,669 | $8,536,109 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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