# T. F. Warren Group Corporation 401(k) Plan
Source: https://planprovider.pro/companies/t-f-warren-group-corporation-401k-plan

> T. F. Warren Group Corporation's 401(k) plan: 510 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** T. F. Warren Group Corporation

- **Sponsor EIN:** 980346372

- **Sponsor Address:** 16071 STATE HIGHWAY 181, FAIRHOPE, AL, 365325363

- **Plan Type:** 401(k)

- **Total Participants:** 510

- **Total Assets:** $20.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|510|$20.1M|$898,506|$1.9M|

| 2023|534|$16.6M|$779,586|$1.6M|

| 2022|643|$11.9M|$675,809|$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|

| STIFEL NICOLAUS INSURANCE AGENCY IN|INVESTMENT ADVISORY|$38,636|$24|$38,660|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$27,109|—|$27,109|

| AVIZO GROUP INC|ACCOUNTANT|$15,094|—|$15,094|

| WARREN AVERETT|Auditor|$15,094|—|$15,094|

| STIFEL NICOLAUS & COMPANY INC|INVESTMENT ADVISORY|$14,143|$1|$14,144|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WARREN AVERETT](https://planprovider.pro/provider/warren-averett-llc) — Auditor

- [STIFEL NICOLAUS & COMPANY INC](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $110,101

- **Estimated Expense Ratio:** 0.549% 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|$94,982|$52,779|$27,109|$15,094|—|

| 2023|$60,107|$39,216|$20,891|—|—|

| 2022|$43,776|$21,729|$20,272|—|$1,775|

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