# Thompson Tractor Co., INC. DC Plan
Source: https://planprovider.pro/companies/thompson-tractor-co-inc-plan-001

> Thompson Tractor Co., INC.'s DC plan: 1,656 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WARREN AVERETT,LLC](https://planprovider.pro/provider/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|—|—|—|

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