# Carolina Meadows, INC. 403(b) Plan
Source: https://planprovider.pro/companies/carolina-meadows-inc-403b-plan

> Carolina Meadows, INC.'s 403(b) plan: 526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carolina Meadows, INC.

- **Sponsor EIN:** 561380014

- **Sponsor Address:** 100 CAROLINA MEADOWS, CHAPEL HILL, NC, 27517

- **Plan Type:** 403(b)

- **Total Participants:** 526

- **Total Assets:** $16.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|526|$16.0M|$573,486|$931,286|

| 2023|506|$13.9M|$469,276|$879,217|

| 2022|449|$11.7M|$470,963|$794,068|

## 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|

| BERNARD ROBINSON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERNARD ROBINSON & COMPANY](https://planprovider.pro/provider/bernard-robinson-and-company) — 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|$18,730|$492|—|—|—|

| 2023|$11,570|$419|—|—|—|

| 2022|$19,127|—|$10,583|—|—|

## Similar Plans

- [Health Care Capital Consolidat](https://planprovider.pro/companies/health-care-capital-consolidat-401k-plan) — 540 participants

- [Peak Resources, INC.](https://planprovider.pro/companies/peak-resources-inc-401k-plan) — 500 participants

- [Century Care Management, INC.](https://planprovider.pro/companies/century-care-management-inc-401k-plan) — 589 participants

- [Retirement Living Associates, INC.](https://planprovider.pro/companies/retirement-living-associates-inc-401k-plan) — 433 participants

- [Southminster, INC.](https://planprovider.pro/companies/southminster-inc-401k-plan) — 431 participants

- [The Chapel Hill Residential Center, INC.](https://planprovider.pro/companies/the-chapel-hill-residential-retirement-center-inc-plan) — 384 participants

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

© 2026 PlanProvider.Pro