Plan Snapshot
- Plan Sponsor: Altapointe Healthcare Management, LLC
- Sponsor EIN: 471587157
- Sponsor Address: 5750-A SOUTHLAND DR, MOBILE, AL, 366933316
- Plan Type: 403(b)
- Total Participants: 1,218
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,218 | $12.7M | $0 | $0 |
| 2023 | 1,233 | $8.7M | $0 | $0 |
| 2021 | 715 | $7.6M | $229,946 | $584,628 |
| 2020 | 68 | $1.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — 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 | $35,052 | — | $35,052 | — | — |
| 2023 | $25,979 | — | $25,979 | — | — |
| 2021 | — | — | — | — | — |
| 2020 | — | — | — | — | — |