Plan Ledger DOL Form 5500 · updated monthly

Carolina Partners in Mental Healthcare, PLLC401(k)

CAROLINA PARTNERS IN MENTAL HEALTHCARE, PLLC 401(K) PLAN · DURHAM, NC · plan year 2022

Reported admin expense ratio · 2022
0.85%

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

Carolina Partners in Mental Healthcare, PLLC reported $14,012 in plan administrative expenses for 2022: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $568 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,843rd of 2,005), and 10,552nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,400,656
Participants with balances91
Active participants154
Employer contributions$87,515
Employee contributions—
Employer contribution per active participant$568
Average account balance$15,392
Benefits paid to participants$83,423
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,012
Total administrative$14,012
The Carolina Partners in Mental Healthcare, PLLC 401(k) match · 2022
Employer contribution per active participant$568
Median for plans this size$1,114

Carolina Partners in Mental Healthcare, PLLC's 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,012 · 0.85%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
A Caring Alternative, LLC NC$1.5M · 1.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561871319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.