# Alabama Orthopaedic Clinic, P.C. DC Plan
Source: https://planprovider.pro/companies/alabama-orthopaedic-clinic-p-c-plan

> Alabama Orthopaedic Clinic, P.C.'s DC plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alabama Orthopaedic Clinic, P.C.

- **Sponsor EIN:** 631174582

- **Sponsor Address:** 3610 SPRINGHILL MEMORIAL DRIVE N, MOBILE, AL, 36608

- **Plan Type:** DC

- **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|

| MITCHELL MCLEOD PUGH & WILLIAMS INC|ADVISOR|$43,464|—|$43,464|

| NEWPORT GROUP, INC.|RECORDKEEPER|$29,063|—|$29,063|

| REGIONS|FINANCIAL ADVISOR|$8,727|—|$8,727|

| NEWPORT TRUST COMPANY|TRUSTEE|$8,532|—|$8,532|

| SMITH DUKES & BUCKALEW|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH DUKES & BUCKALEW](https://planprovider.pro/provider/smith-dukes-and-buckalew-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,786

- **Estimated Expense Ratio:** 0.324% of plan assets

### 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|

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