Plan Ledger DOL Form 5500 · updated monthly

Piggly Wiggly Alabama Distributing Co., Inc.401(k)

PIGGLY WIGGLY ALABAMA DISTRIBUTING CO., INC. 401(K) SAVINGS PLAN · BESSEMER, AL · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Piggly Wiggly Alabama Distributing Co., Inc. reported $23,500 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,076 per active participant. 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 rose from 0.06% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 206th-largest of 902 plans among Alabama employers on file, and the 1,160th of 4,246 in wholesale trade. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has grown from 425 to 482 since 2022.

Plan summary
Net assets, end of year$35,215,503
Participants with balances327
Active participants482
Employer contributions$518,449
Employee contributions$1,276,717
Employer contribution per active participant$1,076
Average account balance$107,693
Benefits paid to participants$4,510,584
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT, CHANEY AND MCMULLEN LLP.
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 327 accts · $518K emplr
2023$33.6M · 335 accts · $559K emplr
2022$30.3M · 334 accts · $557K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,613
Investment management$14,887
Total administrative$23,500
The Piggly Wiggly Alabama Distributing Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,076
Median for plans this size$2,416
2024$1,076 per active participant
2023$1,350 per active participant
2022$1,311 per active participant

Piggly Wiggly Alabama Distributing Co., Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,887
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,613

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$23,500 · 0.07%
2023$26,575 · 0.08%
2022$22,145 · 0.06%
Same employer
Similar plansWholesale Trade · Alabama
Royal Cup, Inc. AL$52.3M · 0.35%
Cowin Equipment Company Inc AL$42.1M · 0.01%
Isg Enterprises, LLC AL$38.4M · 0.70%
Truckworx, Inc AL$30.1M · 0.61%
Martin Incorporated AL$25.8M · 0.55%
Adams Beverages, LLC AL$24.9M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630393676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.