Plan Snapshot
- Plan Sponsor: Charlotte Pipe And Foundry Company
- Sponsor EIN: 560174030
- Sponsor Address: P.O. BOX 35430, CHARLOTTE, NC, 282356092
- Plan Type: 401(k)
- Total Participants: 1,819
- Total Assets: $284.5M
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 | 1,819 | $284.5M | $10.2M | $14.0M |
| 2023 | 1,792 | $257.9M | $9.6M | $13.1M |
| 2022 | 1,707 | $213.8M | $8.6M | $11.8M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS — 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 | $194,836 | — | $194,836 | — | — |
| 2023 | $173,517 | — | $173,517 | — | — |
| 2022 | $271,535 | — | $271,535 | — | — |