Plan Ledger DOL Form 5500 · updated monthly

4M Capital, LTD dba Arteriors Home401(k)

ARTERIORS HOME 401(K) PLAN · LEWISVILLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.49%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

4M Capital, LTD dba Arteriors Home reported $38,270 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,378 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.56% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,283rd of 5,688), and 3,116th of 4,246 in wholesale trade. In 2024, employees put in $3.80 for every $1.00 the employer contributed; active participation has shrunk from 192 to 167 since 2022.

Plan summary
Net assets, end of year$8,618,939
Participants with balances209
Active participants167
Employer contributions$230,070
Employee contributions$873,395
Employer contribution per active participant$1,378
Average account balance$41,239
Benefits paid to participants$617,885
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 209 accts · $230K emplr
2023$7.0M · 209 accts · $265K emplr
2022$5.8M · 224 accts · $278K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,270
Total administrative$38,270
The 4M Capital, LTD dba Arteriors Home 401(k) match · 2024
Employer contribution per active participant$1,378
Median for plans this size$1,313
2024$1,378 per active participant
2023$1,532 per active participant
2022$1,450 per active participant

4M Capital, LTD dba Arteriors Home's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,270
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$38,270 · 0.49%
2023$36,565 · 0.57%
2022$32,472 · 0.56%
Same employer
Similar plansWholesale Trade · Texas
Surf Opco LLC TX$8.7M · 0.72%
Kmm Telecommunications TX$8.7M · 0.38%
Tubes, Inc. TX$8.4M · 0.34%
Hossley Holdings, Inc. TX$8.4M · 0.03%
Attebury Grain, LLC TX$8.4M · 0.72%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752597834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.