# Carolina Day School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/carolina-day-school-inc-403b-plan

> Carolina Day School, INC.'s 403(b) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Queens University Of Charlotte](https://planprovider.pro/companies/queens-university-of-charlotte-403b-plan) — 187 participants

- [University Of Mount Olive](https://planprovider.pro/companies/university-of-mount-olive-401k-plan) — 186 participants

- [Livingstone College](https://planprovider.pro/companies/livingstone-college-401k-plan) — 184 participants

- [Barton College](https://planprovider.pro/companies/barton-college-403b-plan) — 192 participants

- [Bradford Preparatory School, INC.](https://planprovider.pro/companies/bradford-preparatory-school-inc-401k-plan) — 193 participants

- [St. David'S School](https://planprovider.pro/companies/st-david-s-school-403b-plan-002) — 195 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carolina-day-school-inc-403b-plan)

© 2026 PlanProvider.Pro