# University Of Alabama Health Services Foundation, PC 403(b) Plan
Source: https://planprovider.pro/companies/university-of-alabama-health-services-foundation-p-c-403b-plan

> University Of Alabama Health Services Foundation, PC's 403(b) plan: 5,019 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [WARREN, AVERETT, LLC](https://planprovider.pro/provider/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|—|—|—|

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