Plan Snapshot
- Plan Sponsor: North Carolina State Firefighters' Association
- Sponsor EIN: 560614254
- Sponsor Address: 323 W. JONES STREET, SUITE 401, RALEIGH, NC, 27603
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $1.4M | $1.3M |
| 2023 | 868 | $26.0M | $1.8M | $1.8M |
| 2022 | 825 | $23.4M | $1.5M | $1.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $252,418 | — | $252,418 |
| RETIREMENT PLAN SOLUTIONS, INC. | TPA | $87,736 | — | $87,736 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGT | $9,014 | — | $9,014 |
| THOMAS JUDY & TUCKER, PA | ACCOUNTANT | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $357,168
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 | $247,548 | — | — | — | — |
| 2023 | $127,903 | — | $127,903 | — | — |
| 2022 | $138,521 | — | — | — | $138,521 |