Plan Snapshot
- Plan Sponsor: Cardiology Associates Of Mobile, INC.
- Sponsor EIN: 630889615
- Sponsor Address: 3715 DAUPHIN STREET, MOBILE, AL, 36608
- Plan Type: DC
- Total Participants: 270
- Total Assets: $85.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 270 | $85.8M | $2.2M | $1.6M |
| 2023 | 260 | $78.3M | $2.2M | $1.5M |
| 2022 | 258 | $71.4M | $2.0M | $1.4M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $27,177 | — | $27,177 |
| WILKINS MILLER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKINS MILLER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,177
- Estimated Expense Ratio: 0.032% 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 | $27,177 | — | $21,590 | — | — |
| 2023 | $25,423 | — | $20,671 | — | — |
| 2022 | $25,130 | — | $25,130 | — | — |