# The Price Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-price-companies-inc-710388495-001

> The Price Companies, INC.'s 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Price Companies, INC.

- **Sponsor EIN:** 710388495

- **Sponsor Address:** 218 MIDWAY ROUTE, MONTICELLO, AR, 71655

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

- **Plan Number:** 001

- **Total Participants:** 326

- **Total Assets:** $19.9M

## 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|326|$19.9M|$924,493|$1.1M|

| 2023|336|$20.3M|$1.0M|$1.2M|

| 2022|345|$18.8M|$634,961|$801,660|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS. CO|Recordkeeper|$69,437|—|$69,437|

| MERRILL LYNCH LIFE AGENCY, INC|Investment Advisor|$33,951|—|$33,951|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS. CO](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [MERRILL LYNCH LIFE AGENCY, INC](https://planprovider.pro/provider/merrill-lynch) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $103,388

- **Estimated Expense Ratio:** 0.518% 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|$103,388|$33,951|—|—|—|

| 2023|$94,908|$30,718|—|—|—|

| 2022|$83,339|$27,374|—|—|—|

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