Plan Ledger DOL Form 5500 · updated monthly

Fayetteville Area Health Education Foundation, Inc401(k)

FAHEF, INC. 401(K) PLAN · FAYETTEVILLE, NC · plan year 2025

Reported admin expense ratio · 2025
0.17%

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

Fayetteville Area Health Education Foundation, Inc reported $19,155 in plan administrative expenses for 2025: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,525 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 3 years on file its reported administrative ratio fell from 0.26% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,005th of 2,005), and the 5,135th of 11,911 in health care & social assistance. In 2025, employees put in $2.61 for every $1.00 the employer contributed; active participation has grown from 122 to 141 since 2022.

Plan summary
Net assets, end of year$12,069,384
Participants with balances227
Active participants141
Employer contributions$214,988
Employee contributions$561,850
Employer contribution per active participant$1,525
Average account balance$53,169
Benefits paid to participants$1,051,235
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$12.1M · 227 accts · $215K emplr
2024$10.7M · 212 accts · $205K emplr
2023$9.1M · 207 accts · $168K emplr
2022$8.1M · 208 accts · $132K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,155
Total administrative$19,155
The Fayetteville Area Health Education Foundation, Inc 401(k) match · 2025
Employer contribution per active participant$1,525
Median for plans this size$2,666
2025$1,525 per active participant
2024$1,563 per active participant
2023$1,289 per active participant
2022$1,078 per active participant

Fayetteville Area Health Education Foundation, Inc's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ASCENSUS LLC · Loan processing · Recordkeeping$19,155

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

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Administrative cost history4
2025$19,155 · 0.17%
2024$20,579 · 0.21%
2023$20,813 · 0.24%
2022$22,737 · 0.26%
All plans at this employer2
FAHEF, INC. 401(K) PLAN401(k)
FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION, INC RETIREMENT PLAN 403(B)403(b)
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Sandhills Pediatrics, Inc. NC$12.4M · 0.01%
Methodist Home for Children NC$12.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561082675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.