Plan Snapshot
- Plan Sponsor: University Of Alabama Health Services Foundation, PC
- Sponsor EIN: 630649108
- Sponsor Address: 500 22ND STREET SOUTH, SUITE 500, BIRMINGHAM, AL, 352333110
- Plan Type: 403(b)
- Total Participants: 5,019
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 5,019 | $1.6B | $52.3M | $27.1M |
| 2023 | 4,812 | $1.4B | $48.7M | $24.4M |
| 2022 | 4,555 | $1.2B | $42.7M | $21.3M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $593,845 | — | $593,845 |
| JOHNSON STERLING, INC. | NONE | $481,234 | — | $481,234 |
| BERK CLEVELAND RATHMELL WEALTH STRA | NONE | $23,958 | — | $23,958 |
| THE WELCH GROUP, LLC | NONE | $19,797 | — | $19,797 |
| WARREN, AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- WARREN, AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,118,834
- Estimated Expense Ratio: 0.071% 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 | $1,121,070 | $527,030 | $2,338 | — | — |
| 2023 | $921,066 | $204,968 | $6,435 | — | — |
| 2022 | $997,153 | $540,990 | — | — | — |