Back to filter
Original filing (PDF)20250505101520NAL0005113075001
THE ECONOMIC DEVELOPMENT
Form 5500-SF
FILING_RECEIVED
THE ECONOMIC DEVELOPMENT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
16
Accounts w/ balance
32
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ECONOMIC DEVELOPMENT.
Plan sponsor
Name
THE ECONOMIC DEVELOPMENT
EIN
58-1904013
Address
1320 1ST AVE S · BIRMINGHAM, AL · 352331431
Phone
(205) 943-4738
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
CMC SUPPLY INC
CMC SUPPLY, INC PROFIT SHARING PLAN
$5.8M · 89 participants
PRIME RESPONSE, INC.
PRIME RESPONSE, INC. 401(K) PROFIT SHARING
$5.8M · 172 participants
VERITY INTEGRATED SYSTEMS, INC.
VERITY 401(K) PLAN
$5.8M · 31 participants
BURTON ENERGY GROUP, LLC
BURTON ENERGY GROUP, LLC 401(K) PLAN
$5.8M · 31 participants
SALIENSE CONSULTING, LLC
SALIENSE CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST
$5.8M · 191 participants
PARKER REMICK LLC
PARKER REMICK LLC PROFIT SHARING PLAN
$5.8M · 25 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants