Plan Snapshot
- Plan Sponsor: Traylor Porter Health Care Management, INC.
- Sponsor EIN: 264227834
- Sponsor Address: 219 SOUTH 8TH STREET, OPELIKA, AL, 36801
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $4.8M
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 | 324 | $4.8M | $188,082 | $310,876 |
| 2023 | 307 | $4.1M | $154,678 | $274,598 |
| 2022 | 256 | $3.0M | $87,769 | $209,589 |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $42,180 | — | $42,180 | — | — |
| 2023 | $23,868 | — | $23,868 | — | — |
| 2022 | $30,357 | $15,842 | $14,515 | — | — |