Plan Snapshot
- Plan Sponsor: Pulmonary Associates Of Mobile, P.C
- Sponsor EIN: 630799312
- Sponsor Address: P.O. BOX 7987, MOBILE, AL, 36670
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $47.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 118 | $47.2M | $1.4M | $933,844 |
| 2023 | 120 | $42.7M | $1.4M | $924,926 |
| 2022 | 116 | $35.9M | $1.4M | $877,866 |
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 |
|---|---|---|---|---|
| WILKINS MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKINS MILLER — 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 | $33,504 | — | $14,174 | — | — |
| 2023 | $34,368 | — | $14,240 | — | — |
| 2022 | $31,723 | — | $20,883 | — | $10,840 |