Plan Snapshot
- Plan Sponsor: Charleston Oncology, PA
- Sponsor EIN: 205615148
- Sponsor Address: 2085 HENRY TECKLENBURG, CHARLESTON, SC, 29414
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $26.3M
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 | 34 | $26.3M | $585,730 | $445,136 |
| 2023 | 33 | $24.4M | $806,940 | $439,593 |
| 2022 | 117 | $23.6M | $790,906 | $693,224 |
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 |
|---|---|---|---|---|
| DRAFFIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRAFFIN & TUCKER — Auditor
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 | $23,699 | — | $23,699 | — | — |
| 2023 | $65,983 | — | $47,295 | — | — |
| 2022 | $70,021 | — | $57,649 | — | $12,372 |