Plan Snapshot
- Plan Sponsor: Birmingham Hematology & Oncology Associates, LLC
- Sponsor EIN: 522170293
- Sponsor Address: 500 OFFICE PARK DRIVE, SUITE 400, BIRMINGHAM, AL, 352232457
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $43.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 244 | $43.1M | $1.5M | $1.1M |
| 2023 | 233 | $37.4M | $1.4M | $1.1M |
| 2022 | 234 | $37.2M | $1.4M | $1.0M |
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 |
|---|---|---|---|---|
| BLACK & PINCKARD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK & PINCKARD, 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 | $81,926 | $81,926 | — | — | — |
| 2023 | $68,488 | $68,488 | — | — | — |
| 2022 | $80,863 | $80,863 | — | — | — |