Plan Snapshot
- Plan Sponsor: Five Below, INC.
- Sponsor EIN: 753000378
- Sponsor Address: 701 MARKET STREET, PHILADELPHIA, PA, 191061538
- Plan Type: 401(k)
- Total Participants: 10,753
- Total Assets: $87.8M
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 | 10,753 | $87.8M | $5.6M | $10.0M |
| 2023 | 8,727 | $71.0M | $5.2M | $8.7M |
| 2022 | 7,071 | $50.3M | $4.8M | $7.8M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $277,592 | $37,469 | $240,123 | — | — |
| 2023 | $267,446 | $70,787 | $196,659 | — | — |
| 2022 | $233,843 | $70,513 | $163,330 | — | — |