Plan Snapshot
- Plan Sponsor: Carolinas Agc INC.
- Sponsor EIN: 560126510
- Sponsor Address: 4824 PARKWAY PLAZA BLVD STE 115, CHARLOTTE, NC, 28217
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 300
- Total Assets: $349,896
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 300 | $349,896 | $2.9M | $8,301 |
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 |
|---|---|---|---|---|
| COBBS, ALLEN, & HALL, INC. | Other Service Provider | $101,038 | — | $101,038 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,038
- Estimated Expense Ratio: 28.877% 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 | $102,477 | — | — | — | — |