Plan Snapshot
- Plan Sponsor: Prohealth Group, INC.
- Sponsor EIN: 475658024
- Sponsor Address: 1800 CORPORATE DRIVE, BIRMINGHAM, AL, 35242
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $2.6M
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 | 147 | $2.6M | $198,424 | $341,736 |
| 2023 | 239 | $3.3M | $205,774 | $328,525 |
| 2022 | 239 | $2.5M | $147,170 | $221,926 |
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 | $28,322 | $14,015 | — | — | — |
| 2023 | $27,589 | $552 | — | $12,000 | — |
| 2022 | $9,696 | $466 | — | — | — |