Children's Home Society of North Carolina 401(k) match, vesting and fees
What Children's Home Society of North Carolina's 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 | Stanley Benefit Services, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Children's Home Society of North Carolina: employer contribution per participant | $2,038 | |
| Peer median | $1,468 |
| Children's Home Society of North Carolina: average balance | $38,905 | |
| Peer median | $37,786 |
| Children's Home Society of North Carolina: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.39% |
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 $7.5M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 406 | $14.1M | $740K | $2,038 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 404 | $11.4M | $714K | $2,011 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 374 | $7.4M | $615K | $1,773 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 314 | $7.5M | $436K | $1,479 | 0.33% | Not published | Form 5500 ↗ |
Other Children's Home Society of North Carolina plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Defined Benefit Plan for the Children'S Home Society of North Carolina, Inc.
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Children's Home Society of North Carolina match 401(k) contributions?
The match terms for the Children'S Home Society of Nc, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $740K in employer contributions, about $2,038 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Children's Home Society of North Carolina 401(k) match vested?
The vesting schedule for the Children'S Home Society of Nc, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Children's Home Society of North Carolina 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stanley Benefit Services, Inc.. The plan administrator is Children'S Home Society of North Carolina, Inc..
I left Children's Home Society of North Carolina. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Children'S Home Society of North Carolina, Inc., (336) 274-1438) or the recordkeeper, Stanley Benefit Services, Inc.. The Children's Home Society of North Carolina old 401(k) page lists the contacts from every plan filing. Find an old Children's Home Society of North Carolina 401(k)
Data from the public Form 5500 annual reports Children's Home Society of North Carolina 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 Children's Home Society of North Carolina. Not financial advice. Report a correction · Methodology