# Infirmary Health System, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-infirmary-health-system-inc-401k-plan

> Infirmary Health System, INC.'s 401(k) plan: 6,046 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/black-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-infirmary-health-system-inc-401k-plan)

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