Plan Snapshot
- Plan Sponsor: Easter Seals Alabama, INC.
- Sponsor EIN: 630320188
- Sponsor Address: 5960 E. SHIRLEY LANE, MONTGOMERY, AL, 36117
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 244 | $6.3M | $220,811 | $420,456 |
| 2023 | 248 | $5.7M | $188,498 | $360,906 |
| 2022 | 251 | $5.1M | $174,240 | $358,749 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM LLC | Auditor | — | — | $0 |
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 | $77,317 | — | $77,317 | — | — |
| 2023 | $60,413 | — | $60,413 | — | — |
| 2022 | $64,682 | — | $64,682 | — | — |