Plan Snapshot
- Plan Sponsor: Classical Conversations, INC.
- Sponsor EIN: 460515016
- Sponsor Address: 255 AIR TOOL ROAD, SOUTHERN PINES, NC, 28587
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 254 | $6.8M | $377,141 | $846,365 |
| 2023 | 232 | $4.5M | $342,747 | $838,275 |
| 2022 | 223 | $3.5M | $218,979 | $813,458 |
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 |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — 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 | $2,912 | $2,912 | — | — | — |
| 2023 | $2,312 | $2,312 | — | — | — |
| 2022 | $1,845 | $1,845 | — | — | — |