Plan Snapshot
- Plan Sponsor: Congruity Hr Holding Company, LLC
- Sponsor EIN: 474028932
- Sponsor Address: 100 N. CHERRY STREET, WINSTON-SALEM, NC, 27101
- Plan Type: 401(k)
- Total Participants: 895
- Total Assets: $23.4M
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. |
|---|---|---|---|---|
| 2024 | 895 | $23.4M | $1.2M | $2.7M |
| 2023 | 531 | $15.5M | $2.1M | $4.1M |
| 2022 | 2,336 | $11.2M | $483,860 | $2.3M |
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 | $181,086 | $21,847 | $159,239 | — | — |
| 2023 | $176,325 | $19,530 | $130,109 | — | — |
| 2022 | $138,116 | $33,019 | $105,097 | — | — |