Plan Snapshot
- Plan Sponsor: Infirmary Health System, INC.
- Sponsor EIN: 630841123
- Sponsor Address: 5 MOBILE INFIRMARY CIRCLE, MOBILE, AL, 36607
- Plan Type: 401(k)
- Total Participants: 6,046
- Total Assets: $372.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,046 | $372.2M | $11.7M | $19.4M |
| 2023 | 5,771 | $335.5M | $11.5M | $17.9M |
| 2022 | 5,622 | $285.4M | $11.3M | $17.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $571,542 | — | $571,542 |
| ANDCO CONSULTING LLC | NONE | $14,210 | — | $14,210 |
| MARINER INSTITUTIONAL LLC | OTHER | $14,210 | — | $14,210 |
| LEXISNEXIS RISK SOLUTIONS FL INC DB | OTHER | $5,850 | — | $5,850 |
| BLACK & PINCKARD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK & PINCKARD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $605,812
- Estimated Expense Ratio: 0.163% 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 | $606,362 | $14,210 | $4,940 | — | — |
| 2023 | $206,187 | — | — | — | — |
| 2022 | $237,455 | $28,492 | $165,221 | — | $40,867 |