Plan Snapshot
- Plan Sponsor: Southeastern Regional Medical Center
- Sponsor EIN: 560530233
- Sponsor Address: 300 WEST 27TH STREET, LUMBERTON, NC, 28358
- Plan Type: DC
- Total Participants: 2,139
- Total Assets: $127.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,139 | $127.0M | $1.7M | $4.4M |
| 2023 | 2,241 | $122.6M | $1.7M | $4.3M |
| 2022 | 2,074 | $115.3M | $1.8M | $4.7M |
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, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $246,119 | — | $246,119 | — | — |
| 2023 | $260,858 | — | $260,858 | — | — |
| 2022 | $327,253 | — | $327,253 | — | — |