# The Country Club Of North Carolina 401(k) Plan
Source: https://planprovider.pro/companies/the-country-club-of-north-carolina-401k-plan

> The Country Club Of North Carolina's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Country Club Of North Carolina

- **Sponsor EIN:** 560790613

- **Sponsor Address:** PO BOX 786, PINEHURST, NC, 28370

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

- **Total Participants:** 134

- **Total Assets:** $4.9M

## 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|134|$4.9M|$90,004|$250,385|

| 2023|132|$4.1M|$82,444|$229,866|

| 2022|124|$3.2M|$70,068|$186,639|

## 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|

| ALERUS FINANCIAL, N.A.|Recordkeeper|$12,696|—|$12,696|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/trustage) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,696

- **Estimated Expense Ratio:** 0.257% 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|$12,696|—|—|—|—|

| 2023|$8,370|—|—|—|—|

| 2022|$11,573|—|—|—|$11,573|

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