# Carr, Allison, Oliver & Sisson, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/carr-allison-oliver-sisson-p-c-plan

> Carr, Allison, Oliver & Sisson, P.C.'s 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|—|—|—|—|

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