# Carrolton Facility Management, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/carrolton-facility-management-llc-852506807-501

> Carrolton Facility Management, LLC's Health & Welfare plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carrolton Facility Management, LLC

- **Sponsor EIN:** 852506807

- **Sponsor Address:** 130 S. FRANKLIN STREET, ROCKY MOUNT, NC, 27804

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 415

- **Total Assets:** $0

## 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|415|$0|$0|$0|

| 2023|535|$0|$0|$0|

| 2022|277|$0|$0|$0|

## 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|

| MEDCOST BENEFIT SERVICES|Other Service Provider|$83,220|—|$83,220|

| ADVOSEE|Investment Advisor|$41,310|—|$41,310|

| MAIN STREET FINANCIAL GROUP|Investment Advisor|$41,310|—|$41,310|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $165,840

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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