# Pulmonary Associates Of Mobile, P.C DC Plan
Source: https://planprovider.pro/companies/pulmonary-associates-of-mobile-p-c-plan

> Pulmonary Associates Of Mobile, P.C&#39;s DC plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pulmonary Associates Of Mobile, P.C

- **Sponsor EIN:** 630799312

- **Sponsor Address:** P.O. BOX 7987, MOBILE, AL, 36670

- **Plan Type:** DC

- **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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$20,440|—|$20,440|

| NEWPORT TRUST COMPANY|TRUSTEE|$13,063|—|$13,063|

| WILKINS MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILKINS MILLER](https://planprovider.pro/provider/wilkins-miller-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,503

- **Estimated Expense Ratio:** 0.071% 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|

| 2024|$33,504|—|$14,174|—|—|

| 2023|$34,368|—|$14,240|—|—|

| 2022|$31,723|—|$20,883|—|$10,840|

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