Plan Snapshot
- Plan Sponsor: Carolina Wholesale Group, INC.
- Sponsor EIN: 201365612
- Sponsor Address: 1616 LAKESIDE DRIVE, WAUKEGAN, IL, 60085
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 165 | $22.0M | $190,428 | $713,308 |
| 2023 | 202 | $20.6M | $201,091 | $723,688 |
| 2022 | 251 | $16.3M | $178,130 | $610,358 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $73,296 | — | $71,100 | — | — |
| 2023 | $78,610 | — | $62,278 | — | — |
| 2022 | $59,425 | — | $59,425 | — | — |