# Childrens Health Of Carolina, PA 401(k) Plan
Source: https://planprovider.pro/companies/childrens-health-of-carolina-pa-401k-plan

> Childrens Health Of Carolina, PA's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — INVESTMENT ADVISOR

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [STANCIL PC](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/childrens-health-of-carolina-pa-401k-plan)

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