Ferrell Companies 401(k) match, vesting and fees
What Ferrell Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Grant Thornton (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Ferrell Companies: employer contribution per participant | $1,207 | |
| Peer median | $1,023 |
| Ferrell Companies: average balance | $65,189 | |
| Peer median | $43,395 |
| Ferrell Companies: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $233M at the end of plan year 2023 to $252M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,337 | $252M | $4.7M | $1,207 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 5,361 | $233M | $4.8M | $1,225 | 0.20% | Not published | Form 5500 ↗ |
Other Ferrell Companies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ferrell Companies, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Grant Thornton LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Ferrell Companies match 401(k) contributions?
The match terms for the Ferrell Companies, Inc. 401(k) Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $4.7M in employer contributions, about $1,207 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ferrell Companies 401(k) match vested?
The vesting schedule for the Ferrell Companies, Inc. 401(k) Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ferrell Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Ferrell Companies, Inc.
I left Ferrell Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ferrell Companies, Inc, (816) 792-6924) or the recordkeeper, Empower Annuity Insurance Company. The Ferrell Companies old 401(k) page lists the contacts from every plan filing. Find an old Ferrell Companies 401(k)
Data from the public Form 5500 annual reports Ferrell Companies filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ferrell Companies. Not financial advice. Report a correction · Methodology