Plan Snapshot
- Plan Sponsor: Carolina Center For Autism Services, LLC
- Sponsor EIN: 205331603
- Sponsor Address: 4000 SANCAR WAY, RESEARCH TRIANGLE PARK, NC, 27709
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $1.6M
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 | 209 | $1.6M | $129,963 | $342,616 |
| 2023 | 184 | $1.2M | $130,779 | $363,997 |
| 2022 | 245 | $568,946 | $94,393 | $305,346 |
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 |
|---|---|---|---|---|
| MOWERY & SCHOENFELD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOWERY & SCHOENFELD, LLC — 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 | $8,741 | $8,741 | — | — | — |
| 2023 | $3,976 | $3,976 | — | — | — |
| 2022 | $1,828 | $1,828 | — | — | — |