# Carr, Allison, Oliver & Sisson, PC DB Plan
Source: https://planprovider.pro/companies/carr-allison-oliver-sisson-pc-plan-003

> Carr, Allison, Oliver & Sisson, PC's DB plan: 131 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, 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](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|$30,632|$30,632|—|—|—|

| 2023|$27,284|$27,284|—|—|—|

| 2022|$25,020|$25,020|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carr-allison-oliver-sisson-pc-plan-003)

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