Plan Snapshot
- Plan Sponsor: Morse Clinic Of North Raleigh
- Sponsor EIN: 811679126
- Sponsor Address: 3209 GRESHAM LAKE RD, SUITE 113, RALEIGH, NC, 27615
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 122
- Total Assets: $1.8M
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 | 122 | $1.8M | $122,650 | $270,065 |
| 2023 | 71 | $1.5M | $35,964 | $72,198 |
| 2022 | 17 | $319,666 | $35,881 | $98,023 |
| 2020 | 22 | $144,617 | $15,515 | $43,562 |
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