Plan Snapshot
- Plan Sponsor: Carr, Allison, Oliver & Sisson, PC
- Sponsor EIN: 721351859
- Sponsor Address: 100 VESTAVIA PARKWAY, SUITE 200, BIRMINGHAM, AL, 352167728
- Plan Type: DB
- Total Participants: 131
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $13.7M | $942,990 | $0 |
| 2023 | 139 | $15.6M | $888,698 | $0 |
| 2022 | 124 | $13.5M | $992,645 | $0 |
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 | $30,632 | $30,632 | — | — | — |
| 2023 | $27,284 | $27,284 | — | — | — |
| 2022 | $25,020 | $25,020 | — | — | — |