Plan Snapshot
- Plan Sponsor: The Presbyterian Home At Charlotte INC.
- Sponsor EIN: 566064186
- Sponsor Address: 5100 SHARON ROAD, CHARLOTTE, NC, 28210
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $6.8M
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 | 153 | $6.8M | $211,679 | $424,232 |
| 2023 | 152 | $6.1M | $203,951 | $388,428 |
| 2022 | 137 | $5.0M | $156,075 | $329,263 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $39,992 | $22,587 | $2,450 | — | — |
| 2023 | $40,983 | $18,501 | $2,675 | — | — |
| 2022 | $42,690 | $19,660 | $23,030 | — | — |