Plan Snapshot
- Plan Sponsor: Firsthealth Of The Carolinas, INC.
- Sponsor EIN: 561936354
- Sponsor Address: 155 MEMORIAL DR, PINEHURST, NC, 283748710
- Plan Type: 403(b)
- Total Participants: 6,474
- Total Assets: $450.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,474 | $450.8M | $13.6M | $23.5M |
| 2023 | 5,933 | $389.0M | $12.1M | $21.0M |
| 2022 | 5,520 | $327.6M | $8.8M | $19.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $355,249 | — | $355,249 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $149,420 | — | $149,420 |
| CAPTRUST | CONSULTANT | $39,979 | — | $39,979 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CAPTRUST — CONSULTANT
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $544,648
- Estimated Expense Ratio: 0.121% of plan assets
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 | $545,099 | $149,420 | $300 | — | — |
| 2023 | $482,277 | $133,897 | $2,700 | — | — |
| 2022 | $158,070 | $123,514 | — | — | — |