# Ernie Ball, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ernie-ball-inc-401k-plan

> Ernie Ball, INC.'s 401(k) plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ernie Ball, INC.

- **Sponsor EIN:** 952378345

- **Sponsor Address:** 53-973 POLK ST., COACHELLA, CA, 922363816

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

- **Total Participants:** 532

- **Total Assets:** $13.1M

## 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|532|$13.1M|$130,981|$761,123|

| 2023|532|$11.8M|$131,104|$725,167|

| 2022|530|$10.0M|$131,887|$719,709|

## 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|

| FORTEM FINANCIAL|FINANCIAL ADVISOR|$35,516|—|$35,516|

| WILSHIRE ASSOCIATES|FINANCIAL ADVISOR|$5,919|—|$5,919|

| HSRDS, AN ACCOUNTANCY CORPORATION|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORTEM FINANCIAL](https://planprovider.pro/provider/fortem-financial-group-llc) — FINANCIAL ADVISOR

- [WILSHIRE ASSOCIATES](https://planprovider.pro/provider/john-hancock) — FINANCIAL ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,435

- **Estimated Expense Ratio:** 0.316% 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|$118,018|$41,435|$76,583|—|—|

| 2023|$108,534|$35,611|$62,923|$10,000|—|

| 2022|$92,983|$92,983|—|—|—|

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