Plan Snapshot
- Plan Sponsor: Health Care Capital Consolidat
- Sponsor EIN: 582053875
- Sponsor Address: 2459 WILKINSON BLVD STE 120, CHARLOTTE, NC, 282085669
- Plan Type: 401(k)
- Total Participants: 540
- Total Assets: $5.9M
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 | 540 | $5.9M | $0 | $596,358 |
| 2023 | 498 | $5.2M | $0 | $541,780 |
| 2022 | 478 | $4.8M | $0 | $550,954 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P C | 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 | $32,287 | $15,436 | $15,991 | — | — |
| 2023 | $27,971 | $14,511 | $13,460 | — | — |
| 2022 | $50,532 | $14,297 | $36,235 | — | — |