Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Conner Industries
Conner Industries 401(k)
- Retail trade
- Fort Worth, TX
- EIN 75-1787238
- 1 plan with Schedule H financials
- Plan year 2024
- Conner Industries, Inc.
Administrative expenses excluding investment management, per participant · Conner Industries, Inc. 401(k) Profit Sharing Plan · plan year 2024
$139.18
Higher than 57% of the 24,371 plans $10 to 50M that report it.
Source
= $81,141 / 583
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009071544NAL0006612833001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009071544NAL0006612833001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Cost and contributions
Administrative expenses per participant
$197.69
Higher than 50% of the 25,098 plans $10 to 50M that report it.
Source
= $115,252 / 583
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009071544NAL0006612833001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009071544NAL0006612833001, received 2025-10-09
Administrative expenses as a share of assets
1.052%
Higher than 99% of the 25,132 plans $10 to 50M that report it.
Source
= $115,252 / $10,959,652
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009071544NAL0006612833001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009071544NAL0006612833001, received 2025-10-09
Employer contributions per participant
$431
Higher than 5% of the 24,050 plans $10 to 50M that report it.
Source
= $251,151 / 583
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009071544NAL0006612833001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009071544NAL0006612833001, received 2025-10-09
Employer share of total contributions
12.5%
Higher than 9% of the 24,084 plans $10 to 50M that report it.
Source
= $251,151 / $2,010,467
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009071544NAL0006612833001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009071544NAL0006612833001, received 2025-10-09
Plan terms, as stated in Conner Industries, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009071544NAL0006612833001, received 2025-10-09
Full record, Conner Industries, Inc. 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CONNER INDUSTRIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Plan name | CONNER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Sponsor EIN / plan number | 75-1787238 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Sponsor location | FORT WORTH, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Industry (business code) | 444110, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Participants, beginning of year | 584 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Active participants | 563 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Participants, end of year | 611 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Participants with an account balance | 583 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Total assets, beginning of year | $9,086,348 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Total assets, end of year | $10,959,652 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Net assets, end of year | $10,959,652 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Total income | $2,996,831 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Net income | $1,873,304 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Employer contributions | $251,151 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Participant contributions | $1,648,964 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $110,352 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Total contributions | $2,010,467 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Benefit payments | $973,507 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $1,123,527 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Total administrative expenses | $115,252 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Contract administrator fees | $81,141 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Investment advisory and management fees | $34,111 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Administrative expenses excluding investment management | $81,141 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Held in common/collective trusts | $4,290,773 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Held in mutual funds | $6,382,896 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009071544NAL0006612833001, received 2025-10-09 |
| Independent auditor | BDO USA. P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009071544NAL0006612833001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009071544NAL0006612833001, received 2025-10-09.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $81,144 | yes |
| TRUIST ADVISORY SERVICES, INC. | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan | $34,100 | yes |
| MORNINGSTAR INVESTMENT MANAGEMENT L | INV ADV, PARTICIPANTS | 26 Investment advisory (participants); 70 Consulting fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009071544NAL0006612833001, received 2025-10-09.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $9,086,348 | $10,959,652 | 20.6% |
| Participants with a balance | 557 | 583 | 4.7% |
| Administrative expenses | $87,053 | $115,252 | 32.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $122,318 | $251,151 | 105.3% |
Prior filing 20241009095005NAL0009082531001, received 2024-10-09; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CONNER INDUSTRIES, INC.; SEC registrant: Conner Industries, Inc. (CIK 1702596, matched by EIN).