Plan Snapshot
- Plan Sponsor: Carlie Cs Operation Center INC.
- Sponsor EIN: 561275088
- Sponsor Address: 10 CARLIE CS DR, DUNN, NC, 28334
- Plan Type: 401(k)
- Total Participants: 1,179
- Total Assets: $9.5M
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 | 1,179 | $9.5M | $357,392 | $530,762 |
| 2023 | 1,082 | $8.6M | $348,506 | $497,584 |
| 2022 | 1,902 | $8.1M | $344,140 | $466,217 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & CO. | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,000
- Estimated Expense Ratio: 0.095% 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 | $12,793 | $1,572 | $2,221 | $9,000 | — |
| 2023 | $22,476 | $1,437 | $2,289 | $18,750 | — |
| 2022 | $11,921 | — | $2,921 | — | $9,000 |