Plan Snapshot
- Plan Sponsor: The Chapel Hill Residential Center, INC.
- Sponsor EIN: 237271041
- Sponsor Address: 750 WEAVER DAIRY ROAD, CHAPEL HILL, NC, 27514
- Plan Type: DC
- Total Participants: 384
- Total Assets: $9.0M
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 | 384 | $9.0M | $0 | $905,479 |
| 2023 | 379 | $8.1M | $0 | $788,859 |
| 2022 | 355 | $7.9M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $16,801 | — | $16,801 |
| ASCENSUS LLC | NONE | $8,855 | — | $8,855 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,656
- Estimated Expense Ratio: 0.285% 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 | $26,097 | $16,801 | $8,855 | — | — |
| 2023 | $19,505 | $14,498 | $4,521 | — | — |
| 2022 | $28,688 | $15,437 | $12,717 | — | — |