# Warrior Tractor & Equipment Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/warrior-tractor-equipment-co-inc-401k-plan

> Warrior Tractor & Equipment Co., INC.'s 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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