Plan Snapshot
- Plan Sponsor: The Arc Of Madison County, INC.
- Sponsor EIN: 630418986
- Sponsor Address: 1100 WASHINGTON STREET, HUNTSVILLE, AL, 35801
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $4.2M
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 | 145 | $4.2M | $138,937 | $184,039 |
| 2023 | 140 | $3.7M | $131,701 | $167,671 |
| 2022 | 134 | $3.3M | $130,252 | $184,998 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | NONE | $15,800 | — | $15,800 |
| THE VANGUARD GROUP, INC. | NONE | $11,978 | — | $11,978 |
| MDA PROFESSIONAL GROUP, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- MDA PROFESSIONAL GROUP, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,778
- Estimated Expense Ratio: 0.662% 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 | $27,778 | $15,800 | $11,978 | — | — |
| 2023 | $26,709 | — | $26,709 | — | — |
| 2022 | $27,117 | $13,568 | $13,549 | — | — |