Plan Snapshot
- Plan Sponsor: Parker Poe Adams & Bernstein LLP
- Sponsor EIN: 560928467
- Sponsor Address: 620 SOUTH TRYON ST. SUITE 800, CHARLOTTE, NC, 282021942
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $206.6M
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 | 491 | $206.6M | $5.3M | $6.9M |
| 2023 | 466 | $186.8M | $4.6M | $6.3M |
| 2022 | 465 | $158.2M | $4.5M | $5.6M |
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 |
|---|---|---|---|---|
| GREERWALKER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER, LLP — Auditor
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 | $120,433 | — | — | — | — |
| 2023 | $104,771 | — | — | — | — |
| 2022 | $107,031 | $70,358 | $20,434 | — | — |