Plan Ledger DOL Form 5500 · updated monthly

Gha Autism Supports401(k)

GHA AUTISM SUPPORTS 401(K) PLAN · ALBEMARLE, NC · plan year 2024

Reported admin expense ratio · 2024
1.00%

Gha Autism Supports reported $34,578 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. 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 1.09% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,595th of 2,005), and 8,803rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,643,395
Participants with balances99
Active participants255
Employer contributions—
Employee contributions$228,201
Employer contribution per active participant—
Average account balance$36,802
Benefits paid to participants$196,729
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON, HOLLAND, WHITESELL & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 99 accts
2023$3.3M · 103 accts
2022$2.9M · 94 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,927
Investment management$19,651
Total administrative$34,578
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
AMERICAN TRUST COMPANY · Trustee (discretionary) · Contract administrator$14,927
UWHARRIE INVESTMENT ADVISORS, INC. · Investment advisory (plan)$19,651

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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

Administrative cost history3
2024$34,578 · 1.00%
2023$31,470 · 1.02%
2022$29,455 · 1.09%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Mosaic Group, LLC NC$3.9M · 1.20%
Covenant Village, Inc. NC$3.9M · 0.43%
Cooperriis, Inc NC$3.8M · 0.89%
Kidzcare Pediatrics, PC NC$3.8M · 0.18%
Mountain Projects, Inc. NC$3.6M · 0.23%
Friends Homes, Inc. NC$3.5M · 0.80%
Healthkeeperz, Inc. NC$3.5M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561218105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.