Plan Snapshot
- Plan Sponsor: Childrens Health Of Carolina, PA
- Sponsor EIN: 561133868
- Sponsor Address: 400 LIBERTY HILL ROAD, LUMBERTON, NC, 28358
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $12.3M
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 | 143 | $12.3M | $317,050 | $317,037 |
| 2023 | 134 | $10.8M | $272,291 | $363,122 |
| 2022 | 114 | $10.4M | $278,937 | $353,687 |
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 |
|---|---|---|---|---|
| BEACON POINTE INVESTMENT ADVISORY | INVESTMENT ADVISOR | $43,416 | — | $43,416 |
| CHARLES SCHWAB BANK | CUSTODIAN | $5,567 | — | $5,567 |
| STANCIL PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACON POINTE INVESTMENT ADVISORY — INVESTMENT ADVISOR
- CHARLES SCHWAB BANK — CUSTODIAN
- STANCIL PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,983
- Estimated Expense Ratio: 0.398% 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 | $56,442 | $43,416 | — | — | — |
| 2023 | $50,788 | $41,855 | $3,741 | — | — |
| 2022 | $52,157 | $42,377 | $4,398 | — | — |