Plan Ledger DOL Form 5500 · updated monthly

Arborworks, Inc.401(k)

ARBORWORKS, INC. 401(K) PLAN · OAKHURST, CA · plan year 2024

Reported admin expense ratio · 2024
1.98%

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

Arborworks, Inc. reported $66,758 in plan administrative expenses for 2024: 1.98% of average plan assets, higher than ~90% of peers. Employer contributions averaged $729 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 1.43% to 1.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (7,350th of 9,483), and 1,569th of 2,534 in administrative & support services. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 219 to 625 since 2022.

Plan summary
Net assets, end of year$4,082,134
Participants with balances183
Active participants625
Employer contributions$455,933
Employee contributions$1,276,283
Employer contribution per active participant$729
Average account balance$22,307
Benefits paid to participants$803,699
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 183 accts · $456K emplr
2023$2.7M · 137 accts · $331K emplr
2022$1.7M · 145 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,747
Investment management$62,011
Total administrative$66,758
The Arborworks, Inc. 401(k) match · 2024
Employer contribution per active participant$729
Median for plans this size$1,313
2024$729 per active participant
2023$693 per active participant
2022$1,043 per active participant

Arborworks, Inc.'s 2024 employer contribution ran below 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$51,837
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$14,919
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$66,758 · 1.98%
2023$46,695 · 2.12%
2022$20,951 · 1.43%
Same employer
Similar plansAdministrative & Support Services · California
A Plus Tree Incorporated CA$4.2M · 0.77%
Natures Image, Inc. CA$4.1M · 0.85%
Rivo Holdings, LLC CA$4.0M · 1.03%
Vcheck Global, LLC CA$4.0M · 0.66%
Swing Education, Inc. CA$3.8M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770615692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.