Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Ucp North Carolina & Virginia, Inc.403(b)

EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.38%

Easter Seals Ucp North Carolina & Virginia, Inc. reported $55,955 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. 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 rose from 0.30% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 847th-largest of 2,005 plans among North Carolina employers on file, and the 1,237th of 3,341 in other services.

Plan summary
Net assets, end of year$15,934,998
Participants with balances2,635
Active participants2,304
Employer contributions—
Employee contributions$1,370,273
Employer contribution per active participant—
Average account balance$6,047
Benefits paid to participants$2,419,901
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 2,635 accts
2023$13.1M · 2,134 accts
2022$11.5M · 1,701 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,936
Investment management$3,019
Total administrative$55,955
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 · 20241
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$52,936

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,955 · 0.38%
2023$43,017 · 0.35%
2022$37,425 · 0.30%
Same employer
Similar plansOther Services · North Carolina
Autobell Car Wash, Inc. NC$21.2M · 0.25%
Charlotte Christian School NC$16.8M · 0.00%
Cfsc Shared Services LLC NC$16.2M · 0.45%
Credible Labs, Inc. NC$14.9M · 0.02%
Monarch NC$14.6M · 0.21%
Boon Edam, Inc. NC$14.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560670676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.