Plan Snapshot
- Plan Sponsor: Tri County Community Health Council, INC. Dba Commwell Health
- Sponsor EIN: 581319204
- Sponsor Address: 6114 U.S. HWY 301 S, FOUR OAKS, NC, 27524
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 257 | $7.7M | $466,744 | $733,294 |
| 2023 | 254 | $6.2M | $457,481 | $759,570 |
| 2022 | 244 | $4.6M | $422,786 | $698,708 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | 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 | $25,393 | $3,126 | $22,267 | — | — |
| 2023 | $44,664 | — | $37,048 | — | — |
| 2022 | $41,866 | — | $41,866 | — | — |