Plan Snapshot
- Plan Sponsor: Kidzcare Pediatrics, PC
- Sponsor EIN: 200063146
- Sponsor Address: 5617 RAMSEY STREET, FAYETTEVILLE, NC, 28311
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 200 | $3.8M | $306,364 | $317,502 |
| 2023 | 129 | $3.1M | $0 | $320,292 |
| 2022 | 230 | $2.6M | $113,504 | $289,114 |
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 |
|---|---|---|---|---|
| BRITT & COMPANY CPA LLC | 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 | $6,020 | — | $6,020 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $11,384 | — | $11,384 | — | — |