Plan Snapshot
- Plan Sponsor: Cape Fear Orthopaedic Clinic, P.A.
- Sponsor EIN: 561047051
- Sponsor Address: 4140 FERNCREEK DRIVE, SUITE 801, FAYETTEVILLE, NC, 28314
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $7.9M | $88,023 | $118,455 |
| 2023 | 63 | $7.7M | $119,049 | $152,166 |
| 2022 | 123 | $9.9M | $213,787 | $232,424 |
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 |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — 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 | $60,570 | $56,020 | $4,100 | — | — |
| 2023 | $35,479 | $32,856 | — | — | — |
| 2022 | — | — | — | — | — |