Plan Snapshot
- Plan Sponsor: Fhi Clinical INC.
- Sponsor EIN: 832853562
- Sponsor Address: 359 BLACKWELL STREET SUITE 200, DURHAM, NC, 27701
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $6.4M
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 | 60 | $6.4M | $255,726 | $632,227 |
| 2023 | 56 | $5.3M | $465,566 | $697,119 |
| 2022 | 75 | $3.7M | $487,189 | $696,328 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $2,901 | — | — | — | — |
| 2023 | $3,552 | — | — | — | — |
| 2022 | $6,116 | $1,325 | $2,387 | — | $1,929 |