# Carolina Case Management And Rehabilitation Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carolina-case-management-and-rehabilitation-services-inc-401k-plan

> Carolina Case Management And Rehabilitation Services, INC.'s 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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|

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