Plan Snapshot
- Plan Sponsor: Carolina Case Management And Rehabilitation Services, INC.
- Sponsor EIN: 561939062
- Sponsor Address: 118 WIND CHIME COURT, RALEIGH, NC, 27615
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $17.5M
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 | 125 | $17.5M | $353,876 | $837,240 |
| 2023 | 108 | $14.7M | $313,640 | $771,147 |
| 2022 | 105 | $13.0M | $277,454 | $666,212 |
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 |
|---|---|---|---|---|
| THOMAS, JUDY & TUCKER, P.A. | 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 | $40,684 | $30,000 | — | — | — |
| 2023 | $39,246 | $30,000 | — | — | — |
| 2022 | $36,925 | $27,500 | — | — | $9,125 |