Plan Ledger DOL Form 5500 · updated monthly

Wood-Fruitticher Grocery Company, Inc.401(k)

WOOD-FRUITTICHER GROCERY COMPANY, INC. PROFIT SHARING & 401(K) PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Wood-Fruitticher Grocery Company, Inc. reported $76,010 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,084 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 fell from 0.19% to 0.17%. 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 151st-largest of 902 plans among Alabama employers on file, and the 897th of 4,246 in wholesale trade. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 274 to 363 since 2022.

Plan summary
Net assets, end of year$46,167,136
Participants with balances265
Active participants363
Employer contributions$756,346
Employee contributions$1,361,979
Employer contribution per active participant$2,084
Average account balance$174,216
Benefits paid to participants$3,778,361
Plan auditUnmodified (clean) audit opinion
AuditorBLACK AND PINCKARD LLC
Plan history3
Yearassets · accounts · employer contribution
2024$46.2M · 265 accts · $756K emplr
2023$41.1M · 261 accts · $719K emplr
2022$33.2M · 257 accts · $685K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,427
Investment management$57,583
Total administrative$76,010
The Wood-Fruitticher Grocery Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,084
Median for plans this size$2,416
2024$2,084 per active participant
2023$2,586 per active participant
2022$2,501 per active participant

Wood-Fruitticher Grocery Company, Inc.'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 · 20242
NEWPORT GROUP, INC. · Recordkeeping$18,427
BHK INVESTMENTS ADVISORS, LLC · Investment advisory (plan)$21,697

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,010 · 0.17%
2023$67,661 · 0.18%
2022$71,028 · 0.19%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630230720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.