Plan Ledger DOL Form 5500 · updated monthly

Fisher & Arnold, Inc.401(k)

FISHER & ARNOLD, INC. 401(K) PROFIT SHARING RETIREMENT PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Fisher & Arnold, Inc. reported $33,304 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,850 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 0.03% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Tennessee (760th of 1,496), and 7,238th of 11,654 in professional & technical services. In 2024, employees put in $2.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,496,427
Participants with balances138
Active participants136
Employer contributions$251,565
Employee contributions$642,280
Employer contribution per active participant$1,850
Average account balance$90,554
Benefits paid to participants$1,351,077
Plan auditUnmodified (clean) audit opinion
AuditorFOUTS & MORGAN
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 138 accts · $252K emplr
2023$11.1M · 150 accts · $251K emplr
2022$9.3M · 152 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,304
Total administrative$33,304
The Fisher & Arnold, Inc. 401(k) match · 2024
Employer contribution per active participant$1,850
Median for plans this size$2,416
2024$1,850 per active participant
2023$1,835 per active participant
2022$1,653 per active participant

Fisher & Arnold, 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,750
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$27,764

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Fisher & Arnold, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,304 · 0.28%
2023$3,192 · 0.03%
2022$2,830 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Lisega, Inc. TN$12.9M · 0.59%
Marion Environmental, Inc. TN$12.8M · 0.35%
The Buntin Group, Inc. TN$12.8M · 0.52%
Rodefer Moss & Co, PLLC TN$12.4M · 0.35%
Qsource TN$11.8M · 0.48%
Merryman-Farr, LLC TN$11.1M · 0.68%
Thomas and Thorngren, Inc. TN$10.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621257853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.