Plan Snapshot
- Plan Sponsor: Early Years, INC.
- Sponsor EIN: 561514058
- Sponsor Address: 1829 E FRANKLIN STREET, CHAPEL HILL, NC, 27514
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $4.8M
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. |
|---|---|---|---|---|
| 2025 | 131 | $4.8M | $0 | $0 |
| 2024 | 130 | $4.0M | $0 | $0 |
| 2023 | 128 | $3.1M | $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 |
|---|---|---|---|---|
| GILLIAM BELL MOSER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILLIAM BELL MOSER LLP — 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 |
|---|---|---|---|---|---|
| 2025 | $36,362 | $21,129 | $15,233 | — | — |
| 2024 | $30,977 | $16,578 | $14,399 | — | — |
| 2023 | $25,715 | $11,422 | $14,293 | — | — |