Plan Snapshot
- Plan Sponsor: Carolina Qsc Management, LLC
- Sponsor EIN: 562000699
- Sponsor Address: P. O. BOX 4836, ARCHDALE, NC, 27263
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $2.6M
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 | 114 | $2.6M | $95,591 | $185,095 |
| 2023 | 110 | $2.1M | $100,204 | $178,939 |
| 2022 | 100 | $1.7M | $92,162 | $141,269 |
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 |
|---|---|---|---|---|
| WENDLING NOE NELSON & JOHNSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WENDLING NOE NELSON & JOHNSON LLC — 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 | $235,954 | — | $26,521 | — | — |
| 2023 | $26,491 | $13,408 | $11,910 | — | — |
| 2022 | $22,496 | $12,181 | $10,315 | — | — |