Plan Snapshot
- Plan Sponsor: Huntsville Emergency Medical Services, INC.
- Sponsor EIN: 630799285
- Sponsor Address: PO BOX 7108, HUNTSVILLE, AL, 35807
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 311
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 311 | $11.7M | $432,303 | $605,775 |
| 2022 | 276 | $9.3M | $335,889 | $498,101 |
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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | — | $23,684 | $23,684 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $5,719 | — | $5,719 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,403
- Estimated Expense Ratio: 0.251% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $5,719 | — | $5,719 | — | — |
| 2022 | $5,166 | — | $5,166 | — | — |