Plan Ledger DOL Form 5500 · updated monthly

Warrior Tractor & Equipment Co., Inc.401(k)

WARRIOR TRACTOR & EQUIPMENT CO., INC. 401(K) PROFIT SHARING PLAN · NORTHPORT, AL · plan year 2023

Reported admin expense ratio · 2023
0.38%

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

Warrior Tractor & Equipment Co., Inc. reported $96,882 in plan administrative expenses for 2023: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,451 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 3 years on file its reported administrative ratio has held roughly steady near 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 237th-largest of 902 plans among Alabama employers on file, and the 1,458th of 4,246 in wholesale trade. In 2023, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,496,971
Participants with balances219
Active participants204
Employer contributions$500,000
Employee contributions$811,872
Employer contribution per active participant$2,451
Average account balance$125,557
Benefits paid to participants$934,665
Plan auditUnmodified (clean) audit opinion
AuditorJAMISON, MONEY & FARMER
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 229 accts · $500K emplr
2023$27.5M · 219 accts · $500K emplr
2022$24.0M · 214 accts · $500K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$33,460
Investment management$54,022
Audit (IQPA)$9,400
Total administrative$96,882
The Warrior Tractor & Equipment Co., Inc. 401(k) match · 2023
Employer contribution per active participant$2,451
Median for plans this size$2,440
2024$2,183 per active participant
2023$2,451 per active participant
2022$2,513 per active participant

Warrior Tractor & Equipment Co., Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
REGIONS BANK · Investment advisory (plan)$54,022
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,460
JAMISON MONEY FARMER PC · Accounting / audit$9,400

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$105,494 · 0.38%
2023$96,882 · 0.38%
2022$106,818 · 0.40%
Similar plansWholesale Trade · Alabama
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%
Gulf Distributing Co., Inc. AL$23.3M · 0.65%
Sunsouth LLC AL$21.6M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630588737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.