Plan Snapshot
- Plan Sponsor: Carr, Allison, Oliver & Sisson, P.C.
- Sponsor EIN: 721351859
- Sponsor Address: 100 VESTAVIA PKWY, BIRMINGHAM, AL, 35216
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $88.6M
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 | 328 | $88.6M | $2.4M | $1.8M |
| 2023 | 318 | $82.5M | $2.2M | $1.7M |
| 2022 | 206 | $68.2M | $2.1M | $1.5M |
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 |
|---|---|---|---|---|
| PEARCE BEVILL LEESBURG MOORE, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEARCE BEVILL LEESBURG MOORE, PC — 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 | $63,995 | $70,000 | — | — | — |
| 2023 | $58,075 | $70,000 | — | — | — |
| 2022 | $59,945 | — | — | — | — |