Plan Ledger DOL Form 5500 · updated monthly

Health Care Capital Consolidat401(k)

HEALTH CARE CAPITAL CONS INC 401(K) PROFIT SHARING PLAN & TRUST · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Health Care Capital Consolidat reported $32,287 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.94% to 0.58%. 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 (1,380th of 2,005), and 7,401st of 11,911 in health care & social assistance. active participation has grown from 478 to 540 since 2022.

Plan summary
Net assets, end of year$5,920,372
Participants with balances814
Active participants540
Employer contributions$0
Employee contributions$596,358
Employer contribution per active participant$0
Average account balance$7,273
Benefits paid to participants$638,294
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS P C
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 814 accts
2023$5.2M · 660 accts
2022$4.8M · 470 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,991
Investment management$15,436
Trustee / custodial$860
Total administrative$32,287
The Health Care Capital Consolidat 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Health Care Capital Consolidat'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
PAYCHEX, INC. · Recordkeeping$16,251
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$15,436

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

Recordkeeper by year2
2024Paychex
2023LEVELIZED COMPENSATION ADVISOR, Paychex

This plan has changed recordkeepers within these filings. If you left Health Care Capital Consolidat before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,287 · 0.58%
2023$27,971 · 0.56%
2022$50,532 · 0.94%
Similar plansHealth Care & Social Assistance · North Carolina
Hopeway Foundation NC$6.0M · 0.93%
Fellowship Hall, Inc. NC$5.8M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582053875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.