# Carolina Caring, INC. 403(b) Plan
Source: https://planprovider.pro/companies/carolina-caring-inc-403b-plan

> Carolina Caring, INC.'s 403(b) plan: 567 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carolina Caring, INC.

- **Sponsor EIN:** 561242526

- **Sponsor Address:** 3975 ROBINSON RD, NEWTON, NC, 286589715

- **Plan Type:** 403(b)

- **Total Participants:** 567

- **Total Assets:** $15.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|567|$15.3M|$710,297|$1.2M|

| 2023|405|$12.7M|$723,710|$919,752|

| 2022|374|$10.2M|$613,645|$797,853|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$64,553|—|$64,553|

| LPL FINANCIAL LLC|OTHER SERVICES|—|$46,933|$46,933|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/equitable) — OTHER SERVICES

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $111,486

- **Estimated Expense Ratio:** 0.731% 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|$64,909|—|$64,553|—|—|

| 2023|$44,917|—|$44,521|—|—|

| 2022|$40,561|—|$40,561|—|—|

## Similar Plans

- [Eventus Wholehealth, PLLC](https://planprovider.pro/companies/eventus-wholehealth-pllc-401k-plan) — 558 participants

- [Well Care Health, LLC](https://planprovider.pro/companies/well-care-health-llc-401k-plan) — 523 participants

- [Livhome, INC.](https://planprovider.pro/companies/livhome-inc-401k-plan) — 658 participants

- [Hospice Of Henderson County, INC.](https://planprovider.pro/companies/hospice-of-henderson-county-inc-403b-plan) — 446 participants

- [Home Health & Hospice Care, INC.](https://planprovider.pro/companies/home-health-and-hospice-care-inc-401k-plan) — 415 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carolina-caring-inc-403b-plan)

© 2026 PlanProvider.Pro