Plan Snapshot
- Plan Sponsor: Charlotte Animal Referral & Emergency
- Sponsor EIN: 472458775
- Sponsor Address: 3726 LATROBE DRIVE, CHARLOTTE, NC, 28211
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 179 | $7.5M | $439,967 | $719,454 |
| 2023 | 171 | $5.8M | $399,157 | $649,304 |
| 2022 | 174 | $4.0M | $361,175 | $545,879 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $49,183 | $19,782 | $29,401 | — | — |
| 2023 | $36,887 | $15,503 | $21,384 | — | — |
| 2022 | $32,257 | $14,734 | $17,523 | — | — |