Plan Ledger DOL Form 5500 · updated monthly

Arboris, LLC401(k)

ARBORIS LLC 401(K) RETIREMENT PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Arboris, LLC reported $70,963 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,217 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 0.31% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 983rd-largest of 2,160 plans among Georgia employers on file, and 6,841st of 13,661 in manufacturing. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has shrunk from 86 to 76 since 2022.

Plan summary
Net assets, end of year$15,878,967
Participants with balances94
Active participants76
Employer contributions$472,498
Employee contributions$719,723
Employer contribution per active participant$6,217
Average account balance$168,925
Benefits paid to participants$1,233,944
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 94 accts · $472K emplr
2023$14.0M · 101 accts · $460K emplr
2022$12.4M · 103 accts · $494K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,963
Total administrative$70,963
The Arboris, LLC 401(k) match · 2024
Employer contribution per active participant$6,217
Median for plans this size$2,416
2024$6,217 per active participant
2023$5,611 per active participant
2022$5,750 per active participant

Arboris, LLC'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
MERRILL LYNCH - FAS · Investment advisory (participants)$15,181
MERRILL LYNCH - EPS · Investment advisory (participants)$15,181

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$70,963 · 0.48%
2023$59,555 · 0.45%
2022$41,448 · 0.31%
Similar plansManufacturing · Georgia
Battle Lumber Company, Inc. GA$15.9M · 0.39%
Tighitco, Inc. GA$15.7M · 0.33%
Piolax Corporation GA$15.6M · 0.46%
Wrd, Inc. GA$15.4M · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593730188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.