Plan Ledger DOL Form 5500 · updated monthly

Ferrell Companies,Inc401(k)

FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN · LIBERTY, MO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Ferrell Companies,Inc reported $435,628 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,056 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 0.21% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 95th-largest of 1,393 plans among Missouri employers on file, and the 183rd of 5,215 in retail trade. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$251,824,441
Participants with balances3,863
Active participants4,414
Employer contributions$4,661,041
Employee contributions$12,385,239
Employer contribution per active participant$1,056
Average account balance$65,189
Benefits paid to participants$29,500,353
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$251.8M · 3,863 accts · $4.7M emplr
2023$232.6M · 3,922 accts · $4.8M emplr
2022$204.6M · 4,235 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$201,628
Investment management$232,800
Total administrative$435,628
The Ferrell Companies,Inc 401(k) match · 2024
Employer contribution per active participant$1,056
Median for plans this size$3,635
2024$1,056 per active participant
2023$1,099 per active participant
2022$1,083 per active participant

Ferrell Companies,Inc'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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$201,628
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$232,575
QDRO CONSULTANTS COMPANY, LLC · Consulting$1,200
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage · Participant communication$225

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

Recordkeeper by year2
2024Empower
2023Empower

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Administrative cost history3
2024$435,628 · 0.18%
2023$428,664 · 0.20%
2022$461,803 · 0.21%
All plans at this employer2
FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN401(k)
FERRELL COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 431688741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.