Plan Snapshot
- Plan Sponsor: Carolina Neurosurgery & Spine Associates PA
- Sponsor EIN: 560963485
- Sponsor Address: 225 BALDWIN AVE., CHARLOTTE, NC, 28204
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $109.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 477 | $109.4M | $3.8M | $3.1M |
| 2023 | 465 | $106.5M | $4.0M | $3.1M |
| 2022 | 488 | $97.5M | $3.8M | $3.0M |
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 AND COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON AND COMPANY 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 | $117,003 | $85,092 | — | — | — |
| 2023 | $117,884 | $77,696 | $300 | — | — |
| 2022 | $144,551 | — | — | — | — |