Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Retail Wholesale & Dept Store
- Sponsor EIN: 630708442
- Sponsor Address: 1901 10TH AVENUE SOUTH, BIRMINGHAM, AL, 35205
- Plan Type: DB
- Total Participants: 1,569
- Total Assets: $618.9M
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 | 1,569 | $618.9M | $8.4M | $0 |
| 2023 | 1,556 | $355.9M | $8.1M | $0 |
| 2022 | 1,611 | $356.5M | $19.5M | $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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
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 | $3,629,764 | $492,005 | — | — | — |
| 2023 | $3,508,380 | $693,658 | — | — | — |
| 2022 | $3,251,119 | $568,448 | — | — | $887,856 |