Plan Snapshot
- Plan Sponsor: American Family Care, INC.
- Sponsor EIN: 630825248
- Sponsor Address: 3700 CAHABA BEACH ROAD, BIRMINGHAM, AL, 35242
- Plan Type: 401(k)
- Total Participants: 1,216
- Total Assets: $22.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,216 | $22.7M | $262,602 | $2.3M |
| 2023 | 1,029 | $19.9M | $462,530 | $2.5M |
| 2022 | 1,059 | $17.5M | $464,714 | $2.3M |
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 |
|---|---|---|---|---|
| PEARCE, BEVILL, LEESBURG, MOORE, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEARCE, BEVILL, LEESBURG, MOORE, PC — 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 | $201,026 | $67,386 | $133,640 | — | — |
| 2023 | $170,954 | $46,192 | $124,762 | — | — |
| 2022 | $145,622 | $44,157 | $101,465 | — | — |