Plan Ledger DOL Form 5500 · updated monthly

Ari Holdings, LLC401(k)

ARI RETIREMENT PLAN · EAST PEORIA, IL · plan year 2022

Reported admin expense ratio · 2022
0.74%

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

Ari Holdings, LLC reported $11,880 in plan administrative expenses for 2022: 0.74% of average plan assets, above the peer median. Employer contributions averaged $560 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 0.33% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (3,414th of 3,702), and 11,032nd of 11,654 in professional & technical services. In 2022, employees put in $6.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,565,047
Participants with balances62
Active participants107
Employer contributions$59,954
Employee contributions$396,886
Employer contribution per active participant$560
Average account balance$25,243
Benefits paid to participants$371,561
Plan auditDisclaimer of opinion
AuditorKLESMAN & COMPANY, P.C
Plan history2
Yearassets · accounts · employer contribution
2022$1.6M · 62 accts · $60K emplr
2019$990K · 40 accts
The Ari Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$560
Median for plans this size$1,114

Ari Holdings, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$11,880 · 0.74%
2019$2,691 · 0.33%
Similar plansProfessional & Technical Services · Illinois
360 Management Company IL$1.7M · 1.29%
Mu Sigma Inc. IL$1.7M · 0.89%
Mbi Staffing, Inc. IL$1.6M · 1.41%
Caresoft Global Inc IL$1.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814544128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.