Plan Ledger DOL Form 5500 · updated monthly

Arctera US LLC401(k)

ARCTERA 401(K) PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Arctera US LLC reported $827,548 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $25,549 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.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 208th-largest of 9,483 plans among California employers on file, and the 293rd of 11,654 in professional & technical services. In 2024, employees put in $3.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$615,062,177
Participants with balances2,500
Active participants292
Employer contributions$7,460,210
Employee contributions$28,120,069
Employer contribution per active participant$25,549
Average account balance$246,025
Benefits paid to participants$107,544,869
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$432,972
Investment management$356,176
Audit (IQPA)$37,800
Total administrative$827,548
The Arctera US LLC 401(k) match · 2024
Employer contribution per active participant$25,549
Median for plans this size$4,294

Arctera US LLC's 2024 employer contribution ran above the $4,294 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 · 20248
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$432,972
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$241,006
VENABLE, LLP$62,170
MORGAN STANLEY$39,750
MOSS ADAMS LLP · Accounting / audit$37,800
HYAS GROUP, LLC · Investment advisory (plan)$13,250
CHARLES SCHWAB & CO., INC. · Investment advisory (participants)$1,205
QDRO CONSULTANTS CO LLC · Consulting$600

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

Administrative cost history1
2024$827,548 · 0.14%
Similar plansProfessional & Technical Services · California
Genesys Cloud Services, Inc. CA$672.8M · 0.06%
Fortinet, Inc. CA$628.8M · 0.04%
Docusign, Inc. CA$620.4M · 0.05%
Exponent, Inc. CA$616.3M · 0.02%
Veritas Technologies LLC CA$595.1M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 993609606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.