# Carolinas Agc INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/carolinas-agc-inc-560126510-502

> Carolinas Agc INC.'s Health & Welfare plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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