Plan Ledger DOL Form 5500 · updated monthly

Arctos, LLC401(k)

ARCTOS, LLC 401(K) PLAN · BEAVERCREEK, OH · plan year 2025

Reported admin expense ratio · 2025
0.31%

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

Arctos, LLC reported $109,831 in plan administrative expenses for 2025: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,385 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 3 years on file its reported administrative ratio rose from 0.27% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 828th-largest of 3,295 plans among Ohio employers on file, and the 3,510th of 11,654 in professional & technical services. In 2025, employees put in $2.56 for every $1.00 the employer contributed; active participation has shrunk from 190 to 137 since 2022.

Plan summary
Net assets, end of year$37,150,991
Participants with balances255
Active participants137
Employer contributions$600,776
Employee contributions$1,536,873
Employer contribution per active participant$4,385
Average account balance$145,690
Benefits paid to participants$3,117,995
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$37.2M · 255 accts · $601K emplr
2024$33.1M · 267 accts · $591K emplr
2023$32.5M · 284 accts · $689K emplr
2022$30.0M · 314 accts · $725K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$53,831
Investment management$56,000
Total administrative$109,831
The Arctos, LLC 401(k) match · 2025
Employer contribution per active participant$4,385
Median for plans this size$2,666
2025$4,385 per active participant
2024$3,787 per active participant
2023$4,253 per active participant
2022$3,813 per active participant

Arctos, LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CREATIVE PLANNING LLC · Investment advisory (plan)$56,000

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

Administrative cost history4
2025$109,831 · 0.31%
2024$116,615 · 0.36%
2023$115,352 · 0.37%
2022$93,215 · 0.27%
Similar plansProfessional & Technical Services · Ohio
Jedson Engineering, Inc. OH$38.9M · 0.16%
Heapy Engineering OH$38.2M · 0.52%
The Finit Group LLC OH$38.1M · 0.09%
Ascendum Solutions, LLC OH$37.9M · 0.43%
Manley Deas & Kochalski LLC OH$37.0M · 0.03%
H-P Products, Inc. OH$36.9M · 0.46%
Moody Nolan, Inc. OH$36.5M · 0.29%
Infocision, Inc. OH$36.2M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475602018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.