Plan Snapshot
- Plan Sponsor: The Southwestern Child Develop
- Sponsor EIN: 237181553
- Sponsor Address: PO BOX 250, WEBSTER, NC, 287880250
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $2.8M | $34,776 | $97,657 |
| 2023 | 141 | $2.9M | $65,477 | $115,860 |
| 2022 | 221 | $2.5M | $67,329 | $74,859 |
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 |
|---|---|---|---|---|
| CARTER, P.C. | 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 | $1,071 | — | — | — | — |
| 2023 | $1,066 | — | — | — | — |
| 2022 | $1,168 | — | — | — | — |