Plan Snapshot
- Plan Sponsor: Alabama Orthopaedic Clinic, P.C.
- Sponsor EIN: 631174582
- Sponsor Address: 3610 SPRINGHILL MEMORIAL DRIVE N, MOBILE, AL, 36608
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $27.7M | $408,174 | $714,794 |
| 2023 | 199 | $30.6M | $754,537 | $699,470 |
| 2022 | 190 | $26.7M | $446,785 | $700,165 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH DUKES & BUCKALEW | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH DUKES & BUCKALEW — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $91,843 | $54,248 | $20,897 | — | — |
| 2023 | $99,532 | $57,410 | $20,847 | — | — |
| 2022 | $105,445 | $57,297 | $39,832 | — | $8,316 |