# Queens University Of Charlotte 401(k) Plan
Source: https://planprovider.pro/companies/queens-university-of-charlotte-401k-plan

> Queens University Of Charlotte's 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Queens University Of Charlotte

- **Sponsor EIN:** 560530003

- **Sponsor Address:** 1900 SELWYN AVENUE, CHARLOTTE, NC, 28274

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

- **Total Participants:** 328

- **Total Assets:** $66.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|328|$66.8M|$1.1M|$1.5M|

| 2023|334|$65.7M|$940,570|$937,630|

| 2022|259|$39.8M|$871,588|$436,041|

## 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|

| BDO USA, LLP|AUDITOR|$61,600|—|$61,600|

| FLEXPATH STRATEGIES, LLC|ADVISOR|$26,935|—|$26,935|

| NFP RETIREMENT INC.|ADVISOR|$20,625|—|$20,625|

### Verified Provider Profiles

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

- [BDO USA, LLP](https://planprovider.pro/provider/bdo-usa-pc) — AUDITOR

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $109,160

- **Estimated Expense Ratio:** 0.163% of plan assets

### 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|$152,273|—|$125,338|—|—|

| 2023|$45,566|—|$41,710|—|—|

| 2022|$18,651|—|$18,651|—|—|

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