Charlotte Eye, Ear, Nose, & Throat Associates 401(k) match, vesting and fees
What Charlotte Eye, Ear, Nose, & Throat Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Charlotte Eye, Ear, Nose, & Throat Associates: employer contribution per participant | $5,522 | |
| Peer median | $1,337 |
| Charlotte Eye, Ear, Nose, & Throat Associates: average balance | $179,627 | |
| Peer median | $35,764 |
| Charlotte Eye, Ear, Nose, & Throat Associates: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $163M at the end of plan year 2021 to $167M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 949 | $167M | $5.1M | $5,522 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 945 | $151M | $4.9M | $5,314 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 901 | $139M | $5.1M | $5,675 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 907 | $163M | $4.1M | $4,557 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Charlotte Eye, Ear, Nose, & Throat Associates match 401(k) contributions?
The match terms for the 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. A. have not been published from its filing yet. The plan year 2024 filing reports $5.1M in employer contributions, about $5,522 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Charlotte Eye, Ear, Nose, & Throat Associates 401(k) match vested?
The vesting schedule for the 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. A. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charlotte Eye, Ear, Nose, & Throat Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Charlotte Eye, Ear, Nose, & Throat Associates, P.A..
I left Charlotte Eye, Ear, Nose, & Throat Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Charlotte Eye, Ear, Nose, & Throat Associates, P.A., (704) 945-3411) or the recordkeeper, The Vanguard Group, Inc.. The Charlotte Eye, Ear, Nose, & Throat Associates old 401(k) page lists the contacts from every plan filing. Find an old Charlotte Eye, Ear, Nose, & Throat Associates 401(k)
Data from the public Form 5500 annual reports Charlotte Eye, Ear, Nose, & Throat Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Charlotte Eye, Ear, Nose, & Throat Associates. Not financial advice. Report a correction · Methodology