# Fernleaf Community Charter School 401(k) Plan
Source: https://planprovider.pro/companies/fernleaf-community-charter-school-401k-plan

> Fernleaf Community Charter School's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fernleaf Community Charter School

- **Sponsor EIN:** 471184515

- **Sponsor Address:** 58 HOWARD GAP RD, FLETCHER, NC, 28732

- **Plan Type:** 401(k)

- **Total Participants:** 139

- **Total Assets:** $2.9M

## 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|139|$2.9M|$431,264|$278,040|

| 2023|146|$2.0M|$285,748|$184,658|

| 2022|114|$1.4M|$241,618|$167,563|

## 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|

| CARTER|Auditor|—|—|$0|

## 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|$15,813|—|$15,813|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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