Plan Ledger DOL Form 5500 · updated monthly

Anderson Merchandisers, LLC401(k)

ANDERSON MERCHANDISERS EMPLOYEE 401(K) PROFIT SHARING PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Anderson Merchandisers, LLC reported $118,101 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $719 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 0.10% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 609th-largest of 5,688 plans among Texas employers on file, and the 384th of 4,246 in wholesale trade. In 2024, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$108,912,581
Participants with balances2,853
Active participants2,442
Employer contributions$1,754,783
Employee contributions$4,834,475
Employer contribution per active participant$719
Average account balance$38,175
Benefits paid to participants$13,655,838
Plan auditUnmodified (clean) audit opinion
AuditorLBMC,PC
Plan history3
Yearassets · accounts · employer contribution
2024$108.9M · 2,853 accts · $1.8M emplr
2023$102.8M · 2,987 accts · $1.5M emplr
2022$92.2M · 3,089 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,665
Total administrative$118,101
The Anderson Merchandisers, LLC 401(k) match · 2024
Employer contribution per active participant$719
Median for plans this size$3,635
2024$719 per active participant
2023$625 per active participant
2022$582 per active participant

Anderson Merchandisers, LLC's 2024 employer contribution ran below the $3,635 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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$117,665

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$118,101 · 0.11%
2023$122,197 · 0.13%
2022$100,170 · 0.10%
Similar plansWholesale Trade · Texas
Fossil Group Inc. TX$120.4M · 0.19%
Inside Plastics TX$109.0M · 0.11%
Floworks International LLC TX$101.3M · 0.02%
His Company, Inc. TX$99.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461946304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.