Plan Snapshot
- Plan Sponsor: Autism Society Of North Carolina, INC.
- Sponsor EIN: 237087887
- Sponsor Address: 5121 KINGDOM WAY, RALEIGH, NC, 276076063
- Plan Type: 401(k)
- Total Participants: 735
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 735 | $8.8M | $287,095 | $722,755 |
| 2023 | 807 | $7.7M | $268,034 | $652,771 |
| 2022 | 812 | $6.4M | $265,816 | $600,824 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ELLIOTT GROUP CPAS, PLLC | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT GROUP CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.171% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $66,674 | — | — | $15,000 | — |
| 2023 | $81,178 | $44,466 | — | $10,500 | — |
| 2022 | $96,686 | — | — | — | — |