Plan Snapshot
- Plan Sponsor: Piggly Wiggly Alabama Distributing Co., INC.
- Sponsor EIN: 630393676
- Sponsor Address: 2400 J TERRELL WOOTEN DR, BESSEMER, AL, 35020
- Plan Type: 401(k)
- Total Participants: 482
- Total Assets: $35.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 482 | $35.2M | $518,449 | $1.3M |
| 2023 | 414 | $33.6M | $558,853 | $1.3M |
| 2022 | 425 | $30.3M | $557,204 | $1.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,887 | — | $14,887 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,613 | — | $8,613 |
| PICKETT, CHANEY AND MCMULLEN LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PICKETT, CHANEY AND MCMULLEN LLP. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,500
- Estimated Expense Ratio: 0.067% of plan assets
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 | $23,500 | $14,887 | — | — | — |
| 2023 | $26,575 | $19,300 | — | — | — |
| 2022 | $22,145 | $14,607 | — | — | — |