Plan Ledger DOL Form 5500 · updated monthly

The Cedars of Chapel Hill Club Inc.403(b)

THE CEDARS OF CHAPEL HILL CLUB INC. EMPLOYEES 401K PLAN · CHAPEL HILL, NC · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

The Cedars of Chapel Hill Club Inc. reported $19,363 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $1,895 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 0.45% to 0.41%. 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 (1,456th of 2,005), and 7,861st of 11,911 in health care & social assistance. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,085,379
Participants with balances202
Active participants165
Employer contributions$312,671
Employee contributions$467,303
Employer contribution per active participant$1,895
Average account balance$25,175
Benefits paid to participants$435,608
Plan auditUnmodified (clean) audit opinion
AuditorMELISSA G. CRITCHER, CPA, PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 202 accts · $313K emplr
2023$4.2M · 190 accts · $266K emplr
2022$3.4M · 171 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,363
Total administrative$19,363
The The Cedars of Chapel Hill Club Inc. 401(k) match · 2024
Employer contribution per active participant$1,895
Median for plans this size$1,313
2024$1,895 per active participant
2023$1,539 per active participant
2022$1,608 per active participant

The Cedars of Chapel Hill Club Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
T. ROWE PRICE RPS, INC · Recordkeeping · Trustee$19,363
AMERICAN UNITED LIFE INSURANCE CO · Recordkeepingindirect comp
AMERICAN BEACON FUNDS · Investment managementindirect comp
METROPOLITAN WEST FUNDS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp
OPPENHEIMER FUNDS · Investment managementindirect comp
DIMENSIONAL FUNDS · Investment managementindirect comp
WELLS FARGO FUNDS TRUST · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp
HARTFORD MUTUAL FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024OneAmerica, T. Rowe Price
2023OneAmerica, T. Rowe Price

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

Administrative cost history3
2024$19,363 · 0.41%
2023$15,283 · 0.40%
2022$16,473 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Radeas LLC NC$5.1M · 0.33%
Cannon Health LLC NC$5.0M · 0.89%
Miracles in Sight NC$4.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562161782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.