Plan Snapshot
- Plan Sponsor: Southern Cancer Center, PC
- Sponsor EIN: 208097639
- Sponsor Address: 29653 ANCHOR CROSS BOULEVARD, DAPHNE, AL, 36526
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $15.2M
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 | 151 | $15.2M | $399,855 | $788,465 |
| 2023 | 149 | $13.4M | $371,885 | $680,403 |
| 2022 | 96 | $11.2M | $751,027 | $513,502 |
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 |
|---|---|---|---|---|
| PLITZ, WILLIAMS, LAROSA AND CO. | 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 | $15,616 | — | — | — | — |
| 2023 | $13,640 | — | — | — | — |
| 2022 | $10,415 | $10,415 | — | — | — |