Plan Snapshot
- Plan Sponsor: Southern Orthopaedic Alliance, PLLC
- Sponsor EIN: 922164113
- Sponsor Address: 3686 GRANDVIEW PARKWAY - SUITE 430, BIRMINGHAM, AL, 35243
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $7.7M
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 | 192 | $7.7M | $0 | $1.3M |