Plan Ledger DOL Form 5500 · updated monthly

Adtran, Inc401(k)

ADTRAN, INC. 401(K) RETIREMENT PLAN · HUNTSVILLE, AL · plan year 2025

Reported admin expense ratio · 2025
0.06%

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

Adtran, Inc reported $241,909 in plan administrative expenses for 2025: 0.06% of average plan assets, below the peer median. Employer contributions averaged $4,118 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 fell from 0.08% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other professional & technical services employers. By assets it is the 19th-largest of 902 plans among Alabama employers on file, and the 415th of 11,654 in professional & technical services. In 2025, employees put in $2.66 for every $1.00 the employer contributed; active participation has shrunk from 1,043 to 866 since 2022.

Plan summary
Net assets, end of year$428,452,518
Participants with balances1,261
Active participants866
Employer contributions$3,566,491
Employee contributions$9,492,687
Employer contribution per active participant$4,118
Average account balance$339,772
Benefits paid to participants$41,952,340
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$428.5M · 1,261 accts · $3.6M emplr
2024$391.5M · 1,272 accts · $3.6M emplr
2023$368.6M · 1,377 accts · $4.3M emplr
2022$324.7M · 1,438 accts · $4.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$76,946
Investment management$38,463
Audit (IQPA)$26,500
Total administrative$241,909
The Adtran, Inc 401(k) match · 2025
Employer contribution per active participant$4,118
Median for plans this size$4,295
2025$4,118 per active participant
2024$4,218 per active participant
2023$4,626 per active participant
2022$3,844 per active participant

Adtran, Inc's 2025 employer contribution ran below the $4,295 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
MERRIL LYNCH · Investment advisory (plan)$100,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,946
STRATEGIC ADVISORS, INC · Investment advisory (plan)$38,463
WARREN AVERETT · Accounting / audit$26,500

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

Administrative cost history4
2025$241,909 · 0.06%
2024$186,580 · 0.05%
2023$245,986 · 0.07%
2022$272,862 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Alabama
Intergraph Corporation AL$1.7B · 0.05%
Dynetics, Inc. AL$557.3M · 0.08%
Maynard Nexsen, PC AL$409.8M · 0.00%
Burr & Forman LLP AL$399.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630918200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.