# Ferry International, LLC Dba Tom Ferry 401(k) Plan
Source: https://planprovider.pro/companies/ferry-international-llc-dba-tom-ferry-401k-plan

> Ferry International, LLC Dba Tom Ferry's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ferry International, LLC Dba Tom Ferry

- **Sponsor EIN:** 813972576

- **Sponsor Address:** 6 HUTTON CENTRE DR 7TH FLOOR, SANTA ANA, CA, 92707

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

- **Total Participants:** 104

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|104|$5.0M|$242,649|$614,990|

| 2023|106|$3.9M|$242,507|$634,806|

| 2022|125|$3.1M|$243,662|$597,953|

## 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|

| RJI INTERNATIONAL CPA'S|Auditor|—|—|$0|

## 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|$18,200|$18,200|—|—|—|

| 2023|$40,096|$16,048|—|—|—|

| 2022|$38,818|$16,405|$22,413|—|—|

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