# Firsthealth Of The Carolinas, INC. DC Plan
Source: https://planprovider.pro/companies/firsthealth-of-the-carolinas-inc-plan-003

> Firsthealth Of The Carolinas, INC.'s DC plan: 6,350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Firsthealth Of The Carolinas, INC.

- **Sponsor EIN:** 561936354

- **Sponsor Address:** 155 MEMORIAL DR, PINEHURST, NC, 283748710

- **Plan Type:** DC

- **Total Participants:** 6,350

- **Total Assets:** $121.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|6,350|$121.2M|$6.7M|$0|

| 2023|5,933|$108.3M|$5.0M|$0|

| 2022|5,519|$94.8M|$5.8M|$0|

## 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|$94,177|—|$94,177|

| CAPTRUST|CONSULTANT|$40,731|—|$40,731|

| STRATEGIC ADVISORS, INC.|ADVISOR|$33,124|—|$33,124|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CAPTRUST](https://planprovider.pro/provider/captrust) — CONSULTANT

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $168,032

- **Estimated Expense Ratio:** 0.139% 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|$167,957|$33,124|—|—|—|

| 2023|$145,729|$29,242|$1,200|—|—|

| 2022|-$13,474|$25,685|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/firsthealth-of-the-carolinas-inc-plan-003)

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