Plan Snapshot
- Plan Sponsor: Boys And Girls Homes Of North Carolina
- Sponsor EIN: 581387871
- Sponsor Address: 400 FLEMINGTON DR, LAKE WACCAMAW, NC, 28450
- Plan Type: 403(b)
- Total Participants: 131
- Total Assets: $818,366
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $818,366 | $99,610 | $179,792 |
| 2023 | 129 | $585,143 | $107,980 | $162,430 |
| 2022 | 137 | $235,049 | $98,896 | $140,672 |
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 |
|---|---|---|---|---|
| MELISSA CRITCHER, CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELISSA CRITCHER, CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,860 | — | $15,860 | — | — |
| 2023 | $8,071 | — | $8,071 | — | — |
| 2022 | $2,824 | — | $2,824 | — | — |