# The North Carolina Mutual Wholesale Drug Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-north-carolina-mutual-wholesale-drug-company-inc-401k-plan

> The North Carolina Mutual Wholesale Drug Company, INC.'s 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The North Carolina Mutual Wholesale Drug Company, INC.

- **Sponsor EIN:** 560576951

- **Sponsor Address:** 816 ELLIS ROAD, DURHAM, NC, 27703

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

- **Total Participants:** 95

- **Total Assets:** $22.7M

## 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|95|$22.7M|$441,992|$665,905|

| 2023|97|$20.7M|$439,708|$620,516|

| 2022|107|$19.2M|$419,805|$594,401|

## 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|

| BALANCE & STRATEGY ADVISORS, CPA'S|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|$37,000|$37,000|—|—|—|

| 2023|$62,187|$37,000|—|—|—|

| 2022|$99,757|$79,717|$20,040|—|—|

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