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Original filing (PDF)20251015112614NAL0008965330005
CARR, ALLISON, OLIVER & SISSON, PC
Form 5500
FILING_RECEIVED
CARR ALLISON CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
131
Accounts w/ balance
—
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 CARR, ALLISON, OLIVER & SISSON, PC.
Plan sponsor
Name
CARR, ALLISON, OLIVER & SISSON, PC
EIN
72-1351859
Address
100 VESTAVIA PARKWAY, SUITE 200 · BIRMINGHAM, AL · 352167728
Phone
(205) 822-2006
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
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)
No Schedule C providers reportedInvestments
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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