Plan Snapshot
- Plan Sponsor: Alfa Mutual Insurance Company
- Sponsor EIN: 630262164
- Sponsor Address: P O BOX 11000, MONTGOMERY, AL, 361110189
- Plan Type: DB
- Total Participants: 821
- Total Assets: $460.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 821 | $460.2M | $15.0M | $0 |
| 2023 | 871 | $429.2M | $15.0M | $0 |
| 2022 | 929 | $397.0M | $32.0M | $0 |
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 |
|---|---|---|---|---|
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,377,379 | $1,336,009 | — | — | — |
| 2023 | $1,142,070 | $1,100,962 | — | — | — |
| 2022 | $1,885,100 | $1,798,114 | — | — | — |