Plan Snapshot
- Plan Sponsor: Western North Carolina Community Health Services, INC.
- Sponsor EIN: 561852922
- Sponsor Address: P.O. BOX 338, ASHEVILLE, NC, 28802
- Plan Type: 403(b)
- Total Participants: 217
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 217 | $9.0M | $441,581 | $863,571 |
| 2023 | 257 | $7.1M | $412,977 | $849,070 |
| 2022 | 232 | $5.4M | $155,672 | $659,347 |
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 |
|---|---|---|---|---|
| TERRY L HORNE CPA | 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 | $66,288 | — | $66,288 | — | — |
| 2023 | $56,973 | — | $56,973 | — | — |
| 2022 | $48,113 | — | $48,113 | — | — |