# Carolina Country Club Company 401(k) Plan
Source: https://planprovider.pro/companies/carolina-country-club-company-401k-plan

> Carolina Country Club Company's 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carolina Country Club Company

- **Sponsor EIN:** 560163800

- **Sponsor Address:** 2500 GLENWOOD AVENUE, RALEIGH, NC, 27608

- **Plan Type:** 401(k)

- **Total Participants:** 154

- **Total Assets:** $9.1M

## 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|154|$9.1M|$134,149|$458,183|

| 2023|151|$8.7M|$135,952|$414,619|

| 2022|133|$7.0M|$119,478|$399,501|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$29,675|—|$29,675|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,675

- **Estimated Expense Ratio:** 0.327% 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|$33,204|$3,529|—|—|—|

| 2023|$30,527|$3,777|—|—|—|

| 2022|$31,402|$4,583|$26,819|—|—|

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