Original filing (PDF)20250701114156NAL0012105889002

University of Alabama Ophthalmology Services Foundation

Name: University of Alabama Ophthalmology Services Foundation — Form 5500 Plan 002 (2024)
Creator: University of Alabama Ophthalmology Services Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

University of Alabama Ophthalmology Services Foundation Retirement Plan

403(b) retirement plan · University of Alabama Ophthalmology Services Foundation's University of Alabama Ophthalmology Services Foundation Retirement Plan held $31.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31.1M

Net assets (EOY)

$31.1M

People on this filing

Shelby Smith signed University of Alabama Ophthalmology Services Foundation's 2024 Form 5500 as plan administrator.

Shelby Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

University of Alabama Ophthalmology Services Foundation's EIN is 63-1206956.

EIN 63-1206956

Plan number 002

Plan year 2024

ACK ID 20250701114156NAL0012105889002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for University of Alabama Ophthalmology Services Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

University of Alabama Ophthalmology Services Foundation's plan includes a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION

EIN

all filings

Address

1720 UNIVERSITY BLVD STE 305 · BIRMINGHAM, AL · 352331816

Phone

(205) 325-8361

Industry

Health Care & Social Assistance

Plan administrator