Plan Snapshot
- Plan Sponsor: Retina Consultants Of Alabama, P.C.
- Sponsor EIN: 631120285
- Sponsor Address: 700 18TH STREET SOUTH, STE 707, BIRMINGHAM, AL, 352333806
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 70
- Total Assets: $9.4M
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 | 70 | $9.4M | $499,796 | $244,667 |
| 2023 | 58 | $8.0M | $319,538 | $196,728 |
| 2022 | 63 | $6.5M | $282,966 | $171,991 |
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 |
|---|---|---|---|---|
| PEARCE, BEVILL, LEESBURG, MOORE, PC | 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 | $34,447 | $34,447 | — | — | — |
| 2023 | $107,071 | — | — | — | — |
| 2022 | $1,620,946 | — | — | — | — |