Plan Snapshot
- Plan Sponsor: Ferrell Companies, INC
- Sponsor EIN: 431688741
- Sponsor Address: ONE LIBERTY PLAZA MD 32, LIBERTY, MO, 64068
- Plan Type: 401(k)
- Total Participants: 4,414
- Total Assets: $252.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,414 | $252.1M | $4.7M | $12.4M |
| 2023 | 4,371 | $232.6M | $4.8M | $13.0M |
| 2022 | 4,613 | $204.7M | $5.0M | $12.9M |
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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $435,628 | $232,800 | — | — | — |
| 2023 | $428,664 | $212,224 | — | — | — |
| 2022 | $461,803 | $221,766 | $238,837 | — | $1,200 |