Plan Ledger DOL Form 5500 · updated monthly

Autism Society of North Carolina, Inc.401(k)

AUTISM SOCIETY OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.81%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Autism Society of North Carolina, Inc. reported $66,674 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $391 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.36% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in North Carolina (1,193rd of 2,005), and 1,781st of 3,341 in other services. In 2024, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,780,353
Participants with balances203
Active participants735
Employer contributions$287,095
Employee contributions$722,755
Employer contribution per active participant$391
Average account balance$43,253
Benefits paid to participants$798,028
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 203 accts · $287K emplr
2023$7.7M · 125 accts · $268K emplr
2022$6.4M · 132 accts · $266K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,094
Audit (IQPA)$15,000
Total administrative$66,674
The Autism Society of North Carolina, Inc. 401(k) match · 2024
Employer contribution per active participant$391
Median for plans this size$1,313
2024$391 per active participant
2023$332 per active participant
2022$327 per active participant

Autism Society of North Carolina, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,094
ELLIOTT GROUP CPA'S, PLLC · Accounting / audit$15,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$66,674 · 0.81%
2023$81,178 · 1.16%
2022$96,686 · 1.36%
Same employer
Similar plansOther Services · North Carolina
United World Mission NC$10.0M · 0.95%
Tack Automotive, LLC NC$9.1M · 0.69%
Dick Broadcasting, Inc. NC$7.9M · 0.80%
Lifespan, Incorporated NC$7.4M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237087887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.