Plan Snapshot
- Plan Sponsor: Urology Associates Of Mobile, P.A.
- Sponsor EIN: 630576885
- Sponsor Address: 168 MOBILE INFIRMARY BLVD., MOBILE, AL, 36607
- Plan Type: DC
- Total Participants: 201
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 201 | $25.3M | $1.2M | $940,700 |
| 2023 | 143 | $20.6M | $845,524 | $735,886 |
| 2022 | 78 | $13.2M | $618,613 | $434,875 |
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 |
|---|---|---|---|---|
| MITCHELL, MCLEOD, PUGH & WILLIAM | ADVISOR | $40,750 | — | $40,750 |
| NEWPORT GROUP INC | RECORDKEEPING | $18,235 | — | $18,235 |
| NEWPORT TRUST COMPANY | TRUSTEE | $9,047 | — | $9,047 |
| WILKINS MILLER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKINS MILLER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,032
- Estimated Expense Ratio: 0.269% 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 | $68,032 | $40,750 | $13,805 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |