Morse Clinic Of North Raleigh 401(k) Plan

Form 5500 filing data for plan year 2024.

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)
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024122$1.8M$122,650$270,065
202379$1.5M$35,964$72,198
202224$319,666$35,881$98,023
202021$144,617$15,515$43,562

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