Plan Snapshot
- Plan Sponsor: Carmel Country Club, INC.
- Sponsor EIN: 560507966
- Sponsor Address: 4735 CARMEL ROAD, CHARLOTTE, NC, 28226
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $9.0M
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 | 184 | $9.0M | $301,177 | $604,890 |
| 2023 | 160 | $7.8M | $260,168 | $549,403 |
| 2022 | 134 | $7.5M | $234,620 | $511,091 |
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 |
|---|---|---|---|---|
| PBMARES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES LLP — 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 | $25,830 | $22,284 | — | — | — |
| 2023 | $24,588 | $20,460 | — | — | — |
| 2022 | $20,187 | — | — | — | $20,187 |