Plan Snapshot
- Plan Sponsor: Pinehurst Medical Clinic, INC.
- Sponsor EIN: 560942980
- Sponsor Address: 205 PAGE ROAD, PINEHURST, NC, 28374
- Plan Type: 401(k)
- Total Participants: 823
- Total Assets: $152.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 823 | $152.9M | $5.9M | $4.0M |
| 2023 | 796 | $131.2M | $5.3M | $3.8M |
| 2022 | 721 | $107.5M | $4.6M | $3.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $195,624 | $128,375 | $67,249 | — | — |
| 2023 | $190,728 | $129,603 | $60,940 | — | — |
| 2022 | $173,767 | $127,717 | $46,050 | — | — |