CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN

  • Address: 303 GREEN ST EAST,WILSON,NC
  • Contact person: KIMBERLY TERRY
  • Phone: (252) 293-0013
Investment Options of CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN (as of 2021)
GARTMORE MORLEY STABLE VALUE FUND (UNION BOND AND TRUST COMPANY)
RESOURCES DIVERSIFIED EQUITY CL 1 (ALTA TRUST)
RESOURCES DIVERS RISK MITIGATION CL (ALTA TRUST)
RESOURCES DIVERSIFIED FIXED INC CL (ALTA TRUST)

CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2021, the total retirement plan assets of CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN is $10,350,225.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN is 292

In 2021, the average participant retirement account value for CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN is $35,445.00

In 2021, the estimated average employee contribution amount per participant for CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN is $2,517.00

In 2021, the estimated average employer match for an employee in CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN is approximately $1,276.00

In 2021, CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN allocates $372,654.00 to match its employees' contributions, providing an employer match rate of 50.70% of their contributions

In 2021, the total retirement plan asset growth rate of CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN is 23.70%

In 2021, the estimated aggregate retirement account investment gain/loss for CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN is 15.94%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN is 0.70%.

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