# Ferrell Companies, INC 401(k) Plan
Source: https://planprovider.pro/companies/ferrell-companies-inc-401k-plan

> Ferrell Companies, INC's 401(k) plan: 4,414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/grant-thornton-llp) — 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|

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