Plan Ledger DOL Form 5500 · updated monthly

Mrs. Stratton's Salads, Inc.401(k)

MRS. STRATTON'S SALADS, INC. 401(K) RETIREMENT PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.87%

Mrs. Stratton's Salads, Inc. reported $46,856 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.03% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Alabama (602nd of 902), and 10,920th of 13,661 in manufacturing. active participation has shrunk from 132 to 108 since 2022.

Plan summary
Net assets, end of year$5,537,855
Participants with balances95
Active participants108
Employer contributions—
Employee contributions$196,931
Employer contribution per active participant—
Average account balance$58,293
Benefits paid to participants$565,045
Plan auditUnmodified (clean) audit opinion
AuditorBORLAND BENEFIELD, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 95 accts
2023$5.2M · 103 accts
2022$5.2M · 117 accts
Administrative expenses, itemized · 2024
Investment management$46,856
Total administrative$46,856
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
WELLS FARGO ADVISORS LLC · Investment advisory (participants)$20,967

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$46,856 · 0.87%
2023$48,462 · 0.93%
2022$58,996 · 1.03%
Similar plansManufacturing · Alabama
Jasper Lumber Company LLC AL$5.9M · 0.14%
National Copper, LLC AL$5.9M · 0.04%
Steel Dust Recycling, LLC AL$5.8M · 0.82%
Valley Joist, LLC AL$5.5M · 0.86%
Syncro Corporation AL$5.5M · 0.53%
Kappler, Inc. AL$5.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630639589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.