# The Arc Of North Carolina, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-arc-of-north-carolina-inc-401k-plan

> The Arc Of North Carolina, INC.'s 401(k) plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Arc Of North Carolina, INC.

- **Sponsor EIN:** 560753097

- **Sponsor Address:** 353 E SIX FORKS ROAD, RALEIGH, NC, 27609

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

- **Total Participants:** 43

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|43|$1.2M|$148,206|$338,197|

| 2023|373|$7.2M|$173,198|$379,864|

| 2022|376|$7.0M|$160,624|$365,760|

## 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|

| LPL FINANCIAL, LLC|NONE|$22,037|—|$22,037|

| APPLE, KOCEJA & ASSOCIATES, PA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL, LLC](https://planprovider.pro/provider/equitable) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,037

- **Estimated Expense Ratio:** 1.893% 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|$48,103|—|$48,103|—|—|

| 2023|$28,922|$25,972|$2,950|—|—|

| 2022|$26,269|$24,244|$2,025|—|—|

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