Plan Snapshot
- Plan Sponsor: Pearce, Bevill, Leesburg, Moore, PC
- Sponsor EIN: 630813240
- Sponsor Address: 110 OFFICE PARK DRIVE, SUITE 100, BIRMINGHAM, AL, 352232402
- Plan Type: DC
- Total Participants: 117
- Total Assets: $41.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 117 | $41.7M | $760,313 | $1.1M |
| 2023 | 127 | $38.7M | $785,882 | $1.0M |
| 2022 | 120 | $34.2M | $767,681 | $1.0M |
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 |
|---|---|---|---|---|
| HIGHLANDS ACCOUNTING GROUP | 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 | $96,665 | — | — | — | — |
| 2023 | $54,439 | — | — | — | — |
| 2022 | $74,586 | — | — | — | — |