Plan Snapshot
- Plan Sponsor: Buddy Moore Trucking, INC.
- Sponsor EIN: 631238482
- Sponsor Address: 925 34TH STREET NORTH, BIRMINGHAM, AL, 35222
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 253 | $6.7M | $286,385 | $549,723 |
| 2023 | 237 | $6.0M | $299,356 | $556,160 |
| 2022 | 256 | $5.5M | $288,487 | $541,532 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 | $37,464 | $2,661 | — | — | — |
| 2023 | $26,153 | — | — | — | — |
| 2022 | $42,470 | — | — | — | — |