Plan Ledger DOL Form 5500 · updated monthly

Arc Excess & Surplus, LLC401(k)

ARC EXCESS & SURPLUS, LLC 401(K) PLAN · JERICHO, NY · plan year 2024

Reported admin expense ratio · 2024
0.34%

Arc Excess & Surplus, LLC reported $102,149 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. 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 0.18% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,853rd-largest of 5,648 plans among New York employers on file, and the 2,283rd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$32,642,385
Participants with balances144
Active participants180
Employer contributions—
Employee contributions$1,591,605
Employer contribution per active participant—
Average account balance$226,683
Benefits paid to participants$1,274,994
Plan auditUnmodified (clean) audit opinion
AuditorSCHULMAN LOBEL LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$32.6M · 144 accts
2023$28.3M · 141 accts
2022$23.3M · 136 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,149
Total administrative$102,149
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 · 20241
JOHN HANCOCK NEW YORK · Recordkeeping · Investment management$312

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

Recordkeeper by year3
2025John Hancock
2024John Hancock, PENSION PARAMETERS FINANCIAL
2023John Hancock, PENSION PARAMETERS FINANCIAL

This plan has changed recordkeepers within these filings. If you left Arc Excess & Surplus, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$102,149 · 0.34%
2023$56,971 · 0.22%
2022$45,103 · 0.18%
All plans at this employer2
ARC EXCESS & SURPLUS, LLC RETIREMENT PLANProfit-sharing plan
ARC EXCESS & SURPLUS, LLC 401(K) PLAN401(k)
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Focus Operating, LLC NY$32.8M · 0.01%
Country-Wide Insurance Co. NY$31.9M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113367953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.