Plan Snapshot
- Plan Sponsor: Carolina Day School, INC.
- Sponsor EIN: 560125490
- Sponsor Address: 1345 HENDERSON RD., ASHEVILLE, NC, 28803
- Plan Type: 403(b)
- Total Participants: 187
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 187 | $16.2M | $468,645 | $443,860 |
| 2023 | 168 | $15.0M | $402,073 | $381,043 |
| 2022 | 223 | $13.0M | $158,520 | $356,159 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $66,766 | $19,265 | $47,501 | — | — |
| 2023 | $54,582 | $15,907 | $38,675 | — | — |
| 2022 | $53,693 | $16,606 | $37,087 | — | — |