Plan Snapshot
- Plan Sponsor: Thompson Tractor Co., INC.
- Sponsor EIN: 630377478
- Sponsor Address: 2401 PINSON VALLEY PARKWAY, BIRMINGHAM, AL, 35217
- Plan Type: DC
- Total Participants: 1,656
- Total Assets: $268.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,656 | $268.8M | $5.8M | $10.7M |
| 2023 | 1,657 | $237.3M | $7.7M | $9.6M |
| 2022 | 1,518 | $203.3M | $7.4M | $8.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $177,051 | — | $177,051 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $70,520 | — | $70,520 |
| WARREN AVERETT,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- WARREN AVERETT,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $247,571
- Estimated Expense Ratio: 0.092% 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 | $247,522 | $76,737 | — | — | — |
| 2023 | $234,889 | $73,535 | — | — | — |
| 2022 | $223,772 | $67,782 | — | — | — |