Plan Ledger DOL Form 5500 · updated monthly

T. F. Warren Group Corporation401(k)

T.F. WARREN GROUP RETIREMENT SAVINGS PLAN · FAIRHOPE, AL · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

T. F. Warren Group Corporation reported $94,982 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,762 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 0.35% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 307th-largest of 902 plans among Alabama employers on file, and 439th of 786 in management of companies. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has shrunk from 643 to 510 since 2022.

Plan summary
Net assets, end of year$20,050,678
Participants with balances283
Active participants510
Employer contributions$898,506
Employee contributions$1,945,657
Employer contribution per active participant$1,762
Average account balance$70,850
Benefits paid to participants$1,711,758
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 283 accts · $899K emplr
2023$16.6M · 252 accts · $780K emplr
2022$11.9M · 258 accts · $676K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,109
Investment management$52,779
Audit (IQPA)$15,094
Total administrative$94,982
The T. F. Warren Group Corporation 401(k) match · 2024
Employer contribution per active participant$1,762
Median for plans this size$2,416
2024$1,762 per active participant
2023$1,460 per active participant
2022$1,051 per active participant

T. F. Warren Group Corporation's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20245
STIFEL NICOLAUS INSURANCE AGENCY IN · Investment advisory (plan)$38,636
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$27,109
AVIZO GROUP INC · Accounting / audit$15,094
STIFEL NICOLAUS & COMPANY INC · Investment advisory (plan)$14,143
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$94,982 · 0.52%
2023$60,107 · 0.42%
2022$43,776 · 0.35%
Same employer
Similar plansManagement of Companies · Alabama
The Hiller Companies, LLC. AL$69.4M · 0.28%
Sabine, Bancshares, Inc. LA$20.1M · 0.06%
Guyan International, Inc. OH$20.1M · 0.58%
Denmar Associates, LLC PA$20.1M · 0.44%
Plank Enterprises, Inc. WI$19.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980346372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.