# Carolina Family Health Centers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carolina-family-health-centers-inc-401k-plan

> Carolina Family Health Centers, INC.'s 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carolina Family Health Centers, INC.

- **Sponsor EIN:** 582079819

- **Sponsor Address:** 303 GREEN ST EAST, WILSON, NC, 27893

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

- **Total Participants:** 265

- **Total Assets:** $13.8M

## 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|265|$13.8M|$508,698|$917,844|

| 2023|270|$11.4M|$484,647|$868,917|

| 2022|239|$9.0M|$371,053|$780,555|

## 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|

| ASCENSUS LLC|NONE|$74,628|—|$74,628|

| ONE DIGITAL INVESTMENT ADVISORS|NONE|$33,682|—|$33,682|

| 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:** $108,310

- **Estimated Expense Ratio:** 0.785% 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|$109,300|$33,682|$75,618|—|—|

| 2023|$92,413|$27,041|$65,372|—|—|

| 2022|$86,508|$25,165|$61,343|—|—|

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