Plan Snapshot
- Plan Sponsor: Johnson C Smith University
- Sponsor EIN: 250983069
- Sponsor Address: 100 BEATTIES FORD ROAD, CHARLOTTE, NC, 28216
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $39.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 445 | $39.8M | $516,656 | $864,624 |
| 2023 | 403 | $37.8M | $498,984 | $784,699 |
| 2022 | 380 | $35.0M | $448,697 | $737,456 |
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 |
|---|---|---|---|---|
| ELLIOTT GROUP CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT GROUP CPAS, PLLC — Auditor
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 | $6,338 | — | — | — | — |
| 2023 | $5,480 | $69 | $1,625 | — | — |
| 2022 | $5,779 | — | $5,779 | — | — |