# Pella Carolina, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pella-carolina-inc-401k-plan

> Pella Carolina, INC.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pella Carolina, INC.

- **Sponsor EIN:** 562280814

- **Sponsor Address:** 772 GALLIMORE DAIRY RD., HIGH POINT, NC, 27265

- **Plan Type:** 401(k)

- **Total Participants:** 155

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|155|$12.4M|$294,817|$1.0M|

| 2023|168|$9.8M|$275,705|$923,974|

| 2022|179|$7.3M|$218,590|$797,188|

## 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|

| BERNARD ROBINSON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERNARD ROBINSON & COMPANY](https://planprovider.pro/provider/bernard-robinson-and-company) — 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|$38,712|$33,974|—|—|—|

| 2023|$25,760|$19,881|—|—|—|

| 2022|$30,424|—|—|—|—|

## Similar Plans

- [Renewal By Andersen Of The Triad](https://planprovider.pro/companies/renewal-by-andersen-of-the-triad-401k-plan) — 171 participants

- [Garris-Evans Lumber Company, INC.](https://planprovider.pro/companies/garris-evans-lumber-company-inc-401k-plan) — 133 participants

- [Talbert Building Supply, INC.](https://planprovider.pro/companies/talbert-building-supply-inc-401k-plan) — 198 participants

- [Smith Companies Of Lexington INC.](https://planprovider.pro/companies/smith-companies-of-lexington-inc-401k-plan) — 73 participants

- [East Hardwood Company, INC.](https://planprovider.pro/companies/east-hardwood-company-inc-401k-plan) — 61 participants

- [Horizon Forest Products, L.P.](https://planprovider.pro/companies/horizon-forest-products-l-p-401k-plan) — 303 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pella-carolina-inc-401k-plan)

© 2026 PlanProvider.Pro