Plan Snapshot
- Plan Sponsor: North Carolina Rate Bureau
- Sponsor EIN: 561179542
- Sponsor Address: 4140 PARKLAKE AVENUE,, RALEIGH, NC, 27612
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 68 | $18.5M | $297,663 | $783,217 |
| 2023 | 68 | $16.1M | $275,601 | $681,728 |
| 2022 | 66 | $13.5M | $276,325 | $699,956 |