Plan Snapshot
- Plan Sponsor: United Ability, INC.
- Sponsor EIN: 630307960
- Sponsor Address: 100 OSLO CIRCLE, BIRMINGHAM, AL, 352115965
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 265
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 265 | $8.2M | $275,061 | $450,263 |
| 2023 | 250 | $6.2M | $243,762 | $396,031 |
| 2022 | 155 | $5.6M | $191,462 | $370,917 |
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 |
|---|---|---|---|---|
| PEARCE, BEVILL, LEESBURG, MOORE, P. | 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 | $42,166 | $42,166 | — | — | — |
| 2023 | $33,915 | $33,915 | — | — | — |
| 2022 | $33,560 | $33,560 | — | — | — |