Plan Snapshot
- Plan Sponsor: Holy Angels, INC.
- Sponsor EIN: 510230406
- Sponsor Address: BOX 710, BELMONT, NC, 28012
- Plan Type: 403(b)
- Total Participants: 369
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 369 | $6.4M | $240,028 | $467,334 |
| 2023 | 360 | $6.0M | $0 | $212,794 |
| 2022 | 306 | $4.8M | $210,281 | $413,036 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $75,636 | — | $75,636 | — | — |
| 2023 | $63,291 | — | $41,568 | — | — |
| 2022 | $54,098 | — | — | — | $54,098 |