Plan Snapshot
- Plan Sponsor: Ball Healthcare Services, INC.
- Sponsor EIN: 630979995
- Sponsor Address: ONE SOUTHERN WAY, MOBILE, AL, 366191210
- Plan Type: 401(k)
- Total Participants: 761
- Total Assets: $18.4M
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 | 761 | $18.4M | $695,292 | $1.2M |
| 2023 | 727 | $16.8M | $779,487 | $1.2M |
| 2022 | 768 | $15.0M | $774,439 | $1.2M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, L. L. C. | Auditor | — | — | $0 |
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 | $41,446 | — | $41,446 | — | — |
| 2023 | $37,130 | — | $37,130 | — | — |
| 2022 | $35,209 | — | $35,209 | — | — |