Plan Ledger DOL Form 5500 · updated monthly

Arhaus, LLC401(k)

ARHAUS, LLC 401(K) PLAN · BOSTON HEIGHTS, OH · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Arhaus, LLC reported $175,901 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,879 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 fell from 0.33% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 500th-largest of 3,295 plans among Ohio employers on file, and the 512th of 5,215 in retail trade. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 1,816 to 2,198 since 2022.

Plan summary
Net assets, end of year$68,348,101
Participants with balances1,439
Active participants2,198
Employer contributions$4,131,087
Employee contributions$8,391,995
Employer contribution per active participant$1,879
Average account balance$47,497
Benefits paid to participants$6,930,822
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.3M · 1,439 accts · $4.1M emplr
2023$55.4M · 1,238 accts · $3.7M emplr
2022$39.3M · 1,028 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,445
Investment management$144,456
Total administrative$175,901
The Arhaus, LLC 401(k) match · 2024
Employer contribution per active participant$1,879
Median for plans this size$3,635
2024$1,879 per active participant
2023$1,905 per active participant
2022$1,641 per active participant

Arhaus, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
ASCENSUS LLC · Recordkeeping · Loan processing$80,939
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$5,835
GLOBAL RETIREMENT PARTNERS, INC · Investment management$59,862
SHAREBUILDER ADVISOR LLC · Investment advisory (plan)$29,265

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

Recordkeeper by year2
2024Ascensus, Charles Schwab
2023Ascensus

This plan has changed recordkeepers within these filings. If you left Arhaus, 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 history3
2024$175,901 · 0.28%
2023$124,478 · 0.26%
2022$126,498 · 0.33%
Same employer
Similar plansRetail Trade · Ohio
Big Sandy Furniture, Inc. OH$90.2M · 0.08%
Jim Brown Chevrolet Inc. OH$80.4M · 0.14%
Heinen's, Inc. OH$70.4M · 0.25%
Germain Motor Company OH$59.7M · 0.62%
Kenwood Dealer Group, Inc. OH$57.9M · 0.19%
Fyda, Inc. OH$54.7M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341185757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.