Plan Snapshot
- Plan Sponsor: Carolina Biological Supply Company
- Sponsor EIN: 560364367
- Sponsor Address: 2700 YORK ROAD, BURLINGTON, NC, 272153398
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $53.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 477 | $53.0M | $771,045 | $2.4M |
| 2023 | 465 | $44.9M | $1.0M | $2.4M |
| 2022 | 455 | $38.9M | $2.3M | $2.1M |
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 |
|---|---|---|---|---|
| GILLIAM BELL MOSER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILLIAM BELL MOSER, 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 | $185,881 | $16,222 | $145,297 | — | — |
| 2023 | $137,865 | $15,008 | $122,857 | — | — |
| 2022 | $145,135 | $8,850 | $136,285 | — | — |