# Foundation For The Carolinas 403(b) Plan
Source: https://planprovider.pro/companies/foundation-for-the-carolinas-403b-plan

> Foundation For The Carolinas's 403(b) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foundation For The Carolinas

- **Sponsor EIN:** 566047886

- **Sponsor Address:** 220 N TRYON ST, CHARLOTTE, NC, 282022137

- **Plan Type:** 403(b)

- **Total Participants:** 198

- **Total Assets:** $32.5M

## 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|198|$32.5M|$1.8M|$1.2M|

| 2023|179|$29.6M|$1.8M|$1.3M|

| 2022|165|$24.3M|$1.5M|$1.0M|

## 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|

| TIAA|RECORDKEEPER|$50,347|—|$50,347|

| CAPFINANCIAL PARTNERS, LLC|ADVISOR|$10,927|—|$10,927|

| GREERWALKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,274

- **Estimated Expense Ratio:** 0.189% 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|$63,402|—|$63,402|—|—|

| 2023|$53,673|—|$53,673|—|—|

| 2022|$66,771|—|$66,771|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/foundation-for-the-carolinas-403b-plan)

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