# Alan Ritchey, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alan-ritchey-inc-401k-plan

> Alan Ritchey, INC.'s 401(k) plan: 619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alan Ritchey, INC.

- **Sponsor EIN:** 751623377

- **Sponsor Address:** 740 SOUTH FRONTAGE ROAD, VALLEY VIEW, TX, 762729733

- **Plan Type:** 401(k)

- **Total Participants:** 619

- **Total Assets:** $21.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|619|$21.7M|$0|$1.6M|

| 2023|907|$20.6M|$0|$2.0M|

| 2022|1,012|$19.9M|$0|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$55,899|—|$55,899|

| KHA ACCOUNTANTS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KHA ACCOUNTANTS PLLC](https://planprovider.pro/provider/kha-accountants-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,899

- **Estimated Expense Ratio:** 0.257% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$55,874|—|—|—|—|

| 2023|$59,422|—|—|—|—|

| 2022|$17,829|—|—|—|—|

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