# West Alabama Mental Health Board, INC. 403(b) Plan
Source: https://planprovider.pro/companies/west-alabama-mental-health-board-inc-403b-plan

> West Alabama Mental Health Board, INC.'s 403(b) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Alabama Mental Health Board, INC.

- **Sponsor EIN:** 630588645

- **Sponsor Address:** 1215 SOUTH WALNUT AVE, DEMOPOLIS, AL, 36732

- **Plan Type:** 403(b)

- **Total Participants:** 91

- **Total Assets:** $2.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|91|$2.9M|$135,371|$107,401|

| 2023|91|$2.5M|$110,175|$73,257|

| 2022|83|$2.1M|$110,344|$80,731|

## 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|

| VALIC|NONE|$10,587|—|$10,587|

| RABREN, ODOM, PIERCE & HAYES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VALIC](https://planprovider.pro/provider/corebridge-financial) — NONE

- [RABREN, ODOM, PIERCE & HAYES, P.C.](https://planprovider.pro/provider/rabren-odom-pierce-and-hayes-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,587

- **Estimated Expense Ratio:** 0.365% 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|$10,587|$10,587|—|—|—|

| 2023|$12,460|$12,460|—|—|—|

| 2022|$7,750|$7,750|—|—|—|

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