Plan Ledger DOL Form 5500 · updated monthly

Aretum, LLC401(k)

ARETUM, LLC 401(K) PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Aretum, LLC reported $117,894 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,534 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 428th-largest of 1,671 plans among Maryland employers on file, and the 406th of 2,534 in administrative & support services. In 2024, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,964,241
Participants with balances688
Active participants491
Employer contributions$1,735,084
Employee contributions$4,471,927
Employer contribution per active participant$3,534
Average account balance$50,820
Benefits paid to participants$4,945,724
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,894
Total administrative$117,894
The Aretum, LLC 401(k) match · 2024
Employer contribution per active participant$3,534
Median for plans this size$2,416

Aretum, LLC's 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$93,222
ASCENSUS · Contract administrator · Other services$24,672
HAUSER RETIREMENT SOLUTIONS 2 LLC · Investment advisory (plan)indirect comp

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$117,894 · 0.34%
Same employer
Similar plansAdministrative & Support Services · Maryland
Xcel Management, Inc. MD$74.1M · 0.66%
Landcare USA, LLC MD$61.2M · 0.59%
Authority Brands, Inc. MD$51.2M · 0.66%
Ruppert Landscape LLC MD$47.0M · 0.52%
Red Coats, Inc. MD$27.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 923172305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.