Plan Snapshot
- Plan Sponsor: Second Harvest Food Bank Of Northwest Nc, INC.
- Sponsor EIN: 581457912
- Sponsor Address: 3330 SHOREFAIR DRIVE, WINSTON SALEM, NC, 271055428
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $3.3M
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 | 121 | $3.3M | $166,841 | $292,643 |
| 2023 | 122 | $2.7M | $148,931 | $265,581 |
| 2022 | 120 | $2.2M | $126,192 | $290,902 |
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 |
|---|---|---|---|---|
| CARTER, P.C. | Auditor | — | — | $0 |
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 | $24,530 | — | $24,530 | — | — |
| 2023 | $20,134 | — | $20,134 | — | — |
| 2022 | $18,179 | — | $18,179 | — | — |