Plan Snapshot
- Plan Sponsor: The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm
- Sponsor EIN: 203204949
- Sponsor Address: PO BOX 11010, MONTGOMERY, AL, 361110010
- Plan Type: 401(k)
- Total Participants: 2,435
- Total Assets: $49.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,435 | $49.0M | $3.9M | $0 |
| 2023 | 2,217 | $44.5M | $3.5M | $0 |
| 2022 | 2,207 | $37.6M | $3.4M | $0 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $48,943 | — | $48,943 |
| JACKSON THORNTON & CO., PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,943
- Estimated Expense Ratio: 0.100% 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 | $49,565 | — | $622 | — | — |
| 2023 | $49,408 | $37 | $577 | — | — |
| 2022 | $49,621 | $64 | — | — | — |