Plan Ledger DOL Form 5500 · updated monthly

Orgill, Inc.401(k)

ORGILL, INC. 401(K) PLAN · COLLIERVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Orgill, Inc. reported $370,097 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,222 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 0.16% to 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 78th-largest of 1,496 plans among Tennessee employers on file, and the 172nd of 4,246 in wholesale trade. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 2,785 to 6,070 since 2022.

Plan summary
Net assets, end of year$275,283,986
Participants with balances3,059
Active participants6,070
Employer contributions$7,419,427
Employee contributions$14,728,300
Employer contribution per active participant$1,222
Average account balance$89,991
Benefits paid to participants$32,523,213
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$275.3M · 3,059 accts · $7.4M emplr
2023$254.0M · 2,903 accts · $7.1M emplr
2022$226.6M · 3,202 accts · $6.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$277,686
Investment management$50,000
Total administrative$370,097
The Orgill, Inc. 401(k) match · 2024
Employer contribution per active participant$1,222
Median for plans this size$4,294
2024$1,222 per active participant
2023$1,201 per active participant
2022$2,409 per active participant

Orgill, Inc.'s 2024 employer contribution ran below the $4,294 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 O · Contract administrator · Recordkeeping$277,644
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$50,000
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$749

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
2023Prudential

This plan has changed recordkeepers within these filings. If you left Orgill, 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$370,097 · 0.14%
2023$369,462 · 0.15%
2022$395,773 · 0.16%
Same employer
Similar plansWholesale Trade · Tennessee
Helena Agri-Enterprises, LLC TN$678.2M · 0.06%
Ingram Industries Inc. TN$634.1M · 0.12%
Nexair, LLC TN$164.0M · 0.14%
The H.T. Hackney Co. TN$125.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620314720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.