South Atlantic Office
Charlotte, NC
South Atlantic Office of Charlotte, NC is the broker of record on 13 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
South Atlantic Office (Charlotte, NC) is the broker of record for 12 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does South Atlantic Office have?
- South Atlantic Office is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
- Who are South Atlantic Office's largest employer clients?
- By plan participants, the largest include Salisbury-Rowan Community Action Agency Incorporated (357 participants), The Arc Of Greater Prince William/ Insight, Inc. (342 participants) and Wayne Action Group For Economic Solvency, Inc. (334 participants).
- Where is South Atlantic Office located?
- South Atlantic Office is based in Charlotte, NC and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming South Atlantic Office on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Salisbury-Rowan Community Action Agency Incorporated | NC | 357 | 2025-12-31 |
| The Arc Of Greater Prince William/ Insight, Inc. | VA | 342 | 2025-06-30 |
| Wayne Action Group For Economic Solvency, Inc. | NC | 334 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.