# Holy Angels, INC. DC Plan
Source: https://planprovider.pro/companies/holy-angels-inc-plan-001

> Holy Angels, INC.'s DC plan: 369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holy Angels, INC.

- **Sponsor EIN:** 510230406

- **Sponsor Address:** BOX 710, BELMONT, NC, 28012

- **Plan Type:** DC

- **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|

| STANLEY BENEFIT SERVICES|NONE|$52,690|—|$52,690|

| FUND DIRECT ADVISORS|NONE|$13,770|—|$13,770|

| PRONVEST|NONE|$9,176|—|$9,176|

| 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:** $75,636

- **Estimated Expense Ratio:** 1.175% 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|$75,636|—|$75,636|—|—|

| 2023|$63,291|—|$41,568|—|—|

| 2022|$54,098|—|—|—|$54,098|

## Similar Plans

- [The Pines At Davidson, INC.](https://planprovider.pro/companies/the-pines-at-davidson-inc-403b-plan) — 368 participants

- [Methodist Home For Children](https://planprovider.pro/companies/methodist-home-for-children-403b-plan-002) — 365 participants

- [Carolina Village, INC.](https://planprovider.pro/companies/carolina-village-inc-403b-plan) — 374 participants

- [The Chapel Hill Residential Center, INC.](https://planprovider.pro/companies/the-chapel-hill-residential-retirement-center-inc-plan) — 384 participants

- [Friends Homes, INC.](https://planprovider.pro/companies/friends-homes-inc-plan-002) — 330 participants

- [Southminster, INC.](https://planprovider.pro/companies/southminster-inc-401k-plan) — 431 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/holy-angels-inc-plan-001)

© 2026 PlanProvider.Pro