Plan Snapshot
- Plan Sponsor: Cahaba Medical Care Foundation
- Sponsor EIN: 273605364
- Sponsor Address: 405 BELCHER STREET, CENTREVILLE, AL, 35042
- Plan Type: 401(k)
- Total Participants: 559
- Total Assets: $11.8M
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 | 559 | $11.8M | $894,308 | $1.6M |
| 2023 | 549 | $9.0M | $795,124 | $1.4M |
| 2022 | 515 | $6.3M | $664,197 | $1.1M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $29,959 | — | $29,959 |
| DINGUS ZARECOR & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- DINGUS ZARECOR & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,959
- Estimated Expense Ratio: 0.255% of plan assets
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 | $29,959 | $3,524 | — | — | — |
| 2023 | $22,350 | $2,459 | — | — | — |
| 2022 | $15,559 | — | — | — | — |