# United Ability, INC. 403(b) Plan
Source: https://planprovider.pro/companies/united-ability-inc-630307960-001

> United Ability, INC.'s 403(b) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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