Plan Snapshot
- Plan Sponsor: East Coast Migrant Head Start Project
- Sponsor EIN: 521020023
- Sponsor Address: 2301 SUGAR BUSH ROAD, RALEIGH, NC, 27612
- Plan Type: 403(b)
- Total Participants: 1,086
- Total Assets: $38.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,086 | $38.9M | $3.2M | $2.3M |
| 2023 | 1,048 | $34.2M | $2.8M | $2.0M |
| 2022 | 975 | $29.6M | $2.4M | $1.8M |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY, L.L.P. — 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 | $32,989 | — | $32,989 | — | — |
| 2023 | $35,286 | $7,500 | $27,786 | — | — |
| 2022 | $48,608 | — | $48,608 | — | — |