Plan Snapshot
- Plan Sponsor: Carlson Environmental Consultants, PC
- Sponsor EIN: 200471138
- Sponsor Address: 305 SOUTH MAIN STREET, MONROE, NC, 28112
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 184 | $7.4M | $422,467 | $765,495 |
| 2023 | 189 | $6.0M | $415,734 | $778,808 |
| 2022 | 154 | $4.2M | $332,598 | $654,966 |
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 |
|---|---|---|---|---|
| MURRAY GROUP CPA PLLC | Auditor | — | — | $0 |
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 | $26,366 | $10,691 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |