Plan Ledger DOL Form 5500 · updated monthly

Arb Midstream Management LLC401(k)

ARB MIDSTREAM MANAGEMENT LLC 401(K) PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.69%

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

Arb Midstream Management LLC reported $61,333 in plan administrative expenses for 2023: 0.69% of average plan assets, above the peer median. Employer contributions averaged $8,497 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 0.61% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Colorado (794th of 1,461), and the 1,159th of 2,677 in transportation & warehousing. In 2023, employees put in $1.51 for every $1.00 the employer contributed; active participation has shrunk from 95 to 82 since 2022.

Plan summary
Net assets, end of year$9,987,085
Participants with balances103
Active participants82
Employer contributions$696,735
Employee contributions$1,052,175
Employer contribution per active participant$8,497
Average account balance$96,962
Benefits paid to participants$755,777
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 42 accts · $524K emplr
2023$10.0M · 103 accts · $697K emplr
2022$7.8M · 110 accts · $728K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$61,333
Total administrative$61,333
The Arb Midstream Management LLC 401(k) match · 2023
Employer contribution per active participant$8,497
Median for plans this size$1,308
2024$29,091 per active participant
2023$8,497 per active participant
2022$7,666 per active participant

Arb Midstream Management LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
EXPAND FINANCIAL$5,383
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$1
MORNINGSTAR · Investment advisory (participants)$1
AVEO CAPITALindirect comp
ASCENSUS HOLDINGS, INC. · Other servicesindirect 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$71,868 · 1.19%
2023$61,333 · 0.69%
2022$48,399 · 0.61%
Similar plansTransportation & Warehousing · Colorado
Windigo Logistics CO$15.7M · 0.42%
Mesa Systems, Inc. CO$10.2M · 0.45%
Viserion Grain, LLC CO$7.6M · 2.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472842784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.