· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
A.T. FERRELL COMPANY, INC. — A.T. FERRELL COMPANY INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721152202NAL0003537490001
A.T. FERRELL COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
A.T. FERRELL COMPANY INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
37
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
A.T. FERRELL COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
A.T. FERRELL COMPANY, INC.
EIN
63-0801963
Address
1440 SOUTH ADAMS STREET · BLUFFTON, IN · 46714
Phone
(800) 248-8318
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
SEASIDE WATERPROOFING
SEASIDE WATERPROOFING 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 32 participants
C & C LIFT TRUCK, INC.
C & C LIFT TRUCK, INC. NON-UNION 401(K) PLAN
$1.4M · 21 participants
RING-O-MATIC, INC.
RING-O-MATIC, INC. RETIREMENT PLAN
$1.4M · 59 participants
CHAMPION MANUFACTURING, INC.
CHAMPION MANUFACTURING, INC. 401(K) PLAN
$1.3M · 3 participants
DAYS COVE RECLAMATION COMPANY
DAYS COVE RECLAMATION COMPANY 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 20 participants
YEATS APPLIANCE DOLLY MFG. CO., LLC
YEATS APPLIANCE DOLLY MFG. CO., LLC PROFIT SHARING PLAN
$1.4M · 7 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
