Plan Snapshot
- Plan Sponsor: Glenwood INC
- Sponsor EIN: 237396710
- Sponsor Address: 150 GLENWOOD LANE, BIRMINGHAM, AL, 35242
- Plan Type: 403(b)
- Total Participants: 468
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 468 | $11.4M | $306,169 | $519,115 |
| 2023 | 403 | $10.8M | $278,809 | $455,549 |
| 2022 | 390 | $9.9M | $233,996 | $406,531 |
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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 | $34,269 | — | $34,269 | — | — |
| 2023 | $24,281 | — | $24,281 | — | — |
| 2022 | $18,024 | — | $18,024 | — | — |