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Original filing (PDF)20251014131619NAL0006015042001
CARR, ALLISON, OLIVER & SISSON, P.C.
Form 5500
FILING_RECEIVED
CARR, ALLISON, OLIVER & SISSON, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
328
Accounts w/ balance
297
Plan assets (EOY)
$88.6M
Net assets (EOY)
$88.6M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARR, ALLISON, OLIVER & SISSON, P.C..
Plan sponsor
Name
CARR, ALLISON, OLIVER & SISSON, P.C.
EIN
72-1351859
Address
100 VESTAVIA PKWY · BIRMINGHAM, AL · 35216
Phone
(205) 822-2006
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
2J · 401(k) feature
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEARCE BEVILL LEESBURG MOORE, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAHABA WEALTH MANAGEMENT | 27-0755780 | — | ADVISOR | $70K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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