Plan Ledger DOL Form 5500 · updated monthly

Ozark Empire Distributors401(k)

HARRIS BAKING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST · ROGERS, AR · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Ozark Empire Distributors reported $39,977 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $3,251 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 0.86% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Arkansas (282nd of 456), and 10,346th of 13,661 in manufacturing. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,663,480
Participants with balances124
Active participants140
Employer contributions$455,082
Employee contributions$397,895
Employer contribution per active participant$3,251
Average account balance$53,738
Benefits paid to participants$336,492
Plan auditUnmodified (clean) audit opinion
AuditorPIERCE FIRM PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 124 accts · $455K emplr
2023$5.4M · 121 accts · $431K emplr
2022$4.2M · 122 accts · $431K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,227
Investment management$15,750
Total administrative$39,977
The Ozark Empire Distributors 401(k) match · 2024
Employer contribution per active participant$3,251
Median for plans this size$1,313
2024$3,251 per active participant
2023$2,990 per active participant
2022$3,265 per active participant

Ozark Empire Distributors's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$24,227
PIERCE FIRM, PLLC · Recordkeeping · Pension consulting$15,750

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

Recordkeeper by year2
2024ADP, PIERCE FIRM, PLLC
2023ADP, PIERCE FIRM, PLLC

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

Administrative cost history3
2024$39,977 · 0.66%
2023$37,540 · 0.78%
2022$41,499 · 0.86%
Same employer
Similar plansManufacturing · Arkansas
Pinnacle Structures, Inc. AR$6.9M · 0.42%
Munro & Company Inc. AR$6.7M · 0.61%
Scurlock Holdings Inc. AR$6.6M · 0.01%
Corbitt Enterprises Inc AR$5.6M · 0.80%
Wilson's Gun Shop, Inc. AR$5.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710335481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.