# Carol Woods Retirement Center DC Plan
Source: https://planprovider.pro/companies/carol-woods-retirement-center-plan

> Carol Woods Retirement Center's DC plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carol Woods Retirement Center

- **Sponsor EIN:** 237271041

- **Sponsor Address:** RETIREMENT CENTER, INC, CHAPEL HILL, NC, 27514

- **Plan Type:** DC

- **Total Participants:** 253

- **Total Assets:** $7.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|253|$7.8M|$550,776|$0|

| 2023|300|$6.9M|$393,711|$0|

| 2022|255|$6.2M|-$30,898|$0|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$30,222|$14,304|$15,918|—|—|

| 2023|$19,864|$12,462|$7,402|—|—|

| 2022|$21,452|$12,258|$9,194|—|—|

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