# Tractor & Equipment Company 401(k) Plan
Source: https://planprovider.pro/companies/tractor-equipment-company-630211767-501

> Tractor & Equipment Company's 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tractor & Equipment Company

- **Sponsor EIN:** 630211767

- **Sponsor Address:** 5336 MESSER AIRPORT HIGHWAY, BIRMINGHAM, AL, 35212

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

- **Plan Number:** 501

- **Total Participants:** 513

- **Total Assets:** $6.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|513|$6.7M|$3.8M|$4.3M|

| 2023|473|$6.3M|$4.8M|$4.1M|

| 2022|475|$5.5M|$2.8M|$3.9M|

## 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|

| BLUE CROSS BLUE SHIELD OF ALABAMA|Other Service Provider|$470,424|$60,343|$530,767|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $530,767

- **Estimated Expense Ratio:** 7.933% 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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