Plan Ledger DOL Form 5500 · updated monthly

Max Arnold & Sons, LLC401(k)

MAX ARNOLD & SONS, LLC 401(K) PROFIT SHARING PLAN · HOPKINSVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Max Arnold & Sons, LLC reported $27,967 in plan administrative expenses for 2022: 0.72% of average plan assets, above the peer median. Employer contributions averaged $752 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Kentucky (746th of 871), and 3,973rd of 4,246 in wholesale trade. In 2022, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,668,930
Participants with balances69
Active participants119
Employer contributions$89,467
Employee contributions$196,576
Employer contribution per active participant$752
Average account balance$38,680
Benefits paid to participants$1,925,989
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$27,967
Total administrative$27,967
The Max Arnold & Sons, LLC 401(k) match · 2022
Employer contribution per active participant$752
Median for plans this size$1,114

Max Arnold & Sons, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,967 · 0.72%
Similar plansWholesale Trade · Kentucky
Brown Foodservice, Inc. KY$4.4M · 0.17%
Wiseway Inc. KY$4.4M · 0.02%
Clintwood Jod LLC KY$3.7M · 0.11%
Childers Oil Co. KY$1.7M · 0.50%
Blend Pak Inc KY$620K · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610881804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.