# Birmingham Heart Clinic, PC 401(k) Plan
Source: https://planprovider.pro/companies/birmingham-heart-clinic-pc-401k-plan

> Birmingham Heart Clinic, PC's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Birmingham Heart Clinic, PC

- **Sponsor EIN:** 631119002

- **Sponsor Address:** 100 PILOT MEDICAL DRIVE, BIRMINGHAM, AL, 35235

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $18.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|122|$18.6M|$1.2M|$549,784|

| 2023|110|$19.4M|$1.2M|$509,990|

| 2022|100|$16.3M|$987,830|$490,161|

## 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|

| APRIO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — 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|$159,000|—|$159,000|—|—|

| 2023|$92,809|—|$92,809|—|—|

| 2022|$129,844|$79,938|$49,906|—|—|

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