Plan Snapshot
- Plan Sponsor: Wood-Fruitticher Grocery Company, INC
- Sponsor EIN: 630230720
- Sponsor Address: 2900 ALTON ROAD, BIRMINGHAM, AL, 35210
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $46.2M
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 | 363 | $46.2M | $756,346 | $1.4M |
| 2023 | 278 | $41.1M | $718,850 | $1.3M |
| 2022 | 274 | $33.2M | $685,183 | $1.1M |
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 |
|---|---|---|---|---|
| BHK INVESTMENTS ADVISORS, LLC | NONE | $21,697 | — | $21,697 |
| NEWPORT GROUP, INC. | NONE | $18,427 | — | $18,427 |
| BLACK AND PINCKARD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK AND PINCKARD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,124
- Estimated Expense Ratio: 0.087% 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 | $76,010 | $57,583 | $18,427 | — | — |
| 2023 | $67,661 | $35,574 | $17,515 | — | — |
| 2022 | $71,028 | $32,483 | $27,186 | — | $11,359 |