Plan Ledger DOL Form 5500 · updated monthly

Arabella Advisors401(k)

ARABELLA ADVISORS LLC RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Arabella Advisors reported $151,711 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $4,365 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 rose from 0.34% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 206th-largest of 618 plans among District of Columbia employers on file, and the 3,304th of 11,654 in professional & technical services. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,997,434
Participants with balances679
Active participants431
Employer contributions$1,881,285
Employee contributions$4,003,277
Employer contribution per active participant$4,365
Average account balance$58,906
Benefits paid to participants$3,957,365
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 679 accts · $1.9M emplr
2023$32.6M · 595 accts · $1.9M emplr
2022$20.9M · 595 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,620
Investment management$85,509
Total administrative$151,711
The Arabella Advisors 401(k) match · 2024
Employer contribution per active participant$4,365
Median for plans this size$2,416
2024$4,365 per active participant
2023$4,466 per active participant
2022$3,219 per active participant

Arabella Advisors's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
ASCENSUS LLC · Recordkeeping$270
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$85,509
FUTURE PLAN · Claims processing$51,350

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$151,711 · 0.42%
2023$92,823 · 0.35%
2022$69,586 · 0.34%
Same employer
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Brailsford & Dunlavey, Inc. DC$44.9M · 0.29%
Control Risks Group, LLC DC$42.2M · 0.30%
American Geophysical Union DC$42.0M · 0.12%
Cato Institute DC$40.3M · 0.17%
The Morning Consult LLC DC$39.0M · 0.03%
The Heritage Foundation DC$38.1M · 0.15%
Cssi, Inc. DC$37.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204995650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.