# Ferguson Electric Company INC. 401(k) Plan
Source: https://planprovider.pro/companies/ferguson-electric-company-inc-401k-plan

> Ferguson Electric Company INC.&#39;s 401(k) plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ferguson Electric Company INC.

- **Sponsor EIN:** 060839579

- **Sponsor Address:** 112 NORTHWEST DRIVE, PLAINVILLE, CT, 06062

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

- **Total Participants:** 241

- **Total Assets:** $53.1M

## 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|241|$53.1M|$6.9M|$996,993|

| 2023|250|$44.5M|$4.8M|$689,319|

| 2022|186|$36.1M|$4.5M|$563,010|

## 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|

| ALLIANT RETIREMENT SERVCICES INC.|ADMINISTRATOR|$76,611|—|$76,611|

| JOHN HANCOCK|RECORDKEEPER|$42,531|—|$42,531|

| MARCUM LLP|ADMINISTRATOR|$25,493|—|$25,493|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $144,635

- **Estimated Expense Ratio:** 0.273% 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|$157,199|—|$157,199|—|—|

| 2023|$156,474|—|$156,474|—|—|

| 2022|$204,384|—|$204,384|—|—|

## Similar Plans

- [Phalcon Ltd.](https://planprovider.pro/companies/phalcon-ltd-401k-plan) — 272 participants

- [Board Of Trustees-Pension Fund Local 96-Ibew](https://planprovider.pro/companies/board-of-trustees-pension-fund-local-96-ibew-plan) — 292 participants

- [Comnet Communications, LLC](https://planprovider.pro/companies/comnet-communications-llc-401k-plan) — 321 participants

- [Ibew Local No. 223 Union](https://planprovider.pro/companies/ibew-local-no-223-union-plan) — 340 participants

- [Board Of Trustees-Southern Ct Ibew Pension Fund](https://planprovider.pro/companies/board-of-trustees-southern-ct-ibew-pension-fund-plan) — 345 participants

- [T & T Electrical Contractors, INC.](https://planprovider.pro/companies/t-t-electrical-contractors-inc-401k-plan) — 125 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ferguson-electric-company-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
