# Western North Carolina Community Health Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/western-north-carolina-community-health-services-inc-403b-plan

> Western North Carolina Community Health Services, INC.'s 403(b) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$66,421|—|$66,421|

| COLTON GROOME FINANICAL ADVISORS, L|INVESTMENT ADVISORY|—|$33,312|$33,312|

| NOVA 401(K) ASSOCIATES|CONTRACT ADMINISTRATOR|—|$5,375|$5,375|

| TERRY L HORNE CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COLTON GROOME FINANICAL ADVISORS, L](https://planprovider.pro/provider/colton-groome-financial-advisors-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $105,108

- **Estimated Expense Ratio:** 1.168% of plan assets

### 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|—|—|

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