# Children'S Home Society Of North Carolina, INC. 403(b) Plan
Source: https://planprovider.pro/companies/children-s-home-society-of-north-carolina-inc-560529946-004

> Children'S Home Society Of North Carolina, INC.'s 403(b) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Children'S Home Society Of North Carolina, INC.

- **Sponsor EIN:** 560529946

- **Sponsor Address:** 604 MEADOW ST., GREENSBORO, NC, 27405

- **Plan Type:** 403(b)

- **Plan Number:** 004

- **Total Participants:** 345

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|345|$14.1M|$739,874|$1.0M|

| 2023|334|$11.4M|$713,854|$971,019|

| 2022|312|$7.4M|$615,350|$919,644|

## 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|

| STANLEY BENEFIT SERVICES, INC.|Other Service Provider|$34,001|—|$34,001|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,001

- **Estimated Expense Ratio:** 0.241% 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|$34,001|—|—|—|—|

| 2023|$34,228|—|—|—|—|

| 2022|$27,845|—|—|—|$27,845|

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