# Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery 401(k) Plan
Source: https://planprovider.pro/companies/carteret-surgical-associates-p-a-dba-carolinas-center-for-surgery-401k-plan

> Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery's 401(k) plan: 46 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery

- **Sponsor EIN:** 561120277

- **Sponsor Address:** 306 MEDICAL PARK COURT, MOREHEAD CITY, NC, 28557

- **Plan Type:** 401(k)

- **Total Participants:** 46

- **Total Assets:** $14.6M

## 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|46|$14.6M|$557,616|$260,156|

| 2023|120|$20.3M|$680,931|$550,841|

| 2022|114|$16.7M|$741,077|$546,634|

## 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|$18,900|—|$18,900|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,900

- **Estimated Expense Ratio:** 0.130% 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|$23,034|—|—|$18,900|—|

| 2023|$12,005|—|—|$10,577|—|

| 2022|$23,185|—|$23,185|—|—|

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