Plan Snapshot
- Plan Sponsor: Warrior Tractor & Equipment Co., INC.
- Sponsor EIN: 630588737
- Sponsor Address: 6801 MCFARLAND BLVD., NORTHPORT, AL, 35476
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $27.4M
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 | 229 | $27.4M | $500,000 | $967,904 |
| 2023 | 204 | $27.5M | $500,000 | $811,872 |
| 2022 | 199 | $24.0M | $500,000 | $724,297 |
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 |
|---|---|---|---|---|
| JAMISON, MONEY & FARMER | Auditor | $9,650 | — | $9,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,650
- Estimated Expense Ratio: 0.035% 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 | $105,494 | $60,726 | — | $9,650 | — |
| 2023 | $96,882 | $54,022 | — | $9,400 | — |
| 2022 | $106,818 | — | — | — | — |