Plan Ledger DOL Form 5500 · updated monthly

Arion Blue, LLC401(k)

ARION BLUE RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Arion Blue, LLC reported $108,234 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,961 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 rose from 0.44% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,698th-largest of 5,688 plans among Texas employers on file, and the 4,609th of 11,654 in professional & technical services. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 187 to 303 since 2022.

Plan summary
Net assets, end of year$26,081,807
Participants with balances313
Active participants303
Employer contributions$2,412,227
Employee contributions$3,841,301
Employer contribution per active participant$7,961
Average account balance$83,328
Benefits paid to participants$3,976,114
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLETON & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 313 accts · $2.4M emplr
2023$18.3M · 267 accts · $1.9M emplr
2022$10.3M · 207 accts · $981K emplr
Administrative expenses, itemized · 2024
Investment management$108,234
Total administrative$108,234
The Arion Blue, LLC 401(k) match · 2024
Employer contribution per active participant$7,961
Median for plans this size$2,416
2024$7,961 per active participant
2023$6,704 per active participant
2022$5,248 per active participant

Arion Blue, LLC's 2024 employer contribution ran above the $2,416 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$100,908
PINNACLE FINANCIAL SERVICES, INC · Recordkeeping · Loan processing$2,627
MEISIROW FINANCIAL, INC · Investment advisory (plan)$4,535
LPL FINANCIAL CORPORATION · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024PINNACLE FINANCIAL SERVICES, INC, Transamerica
2023Transamerica

This plan has changed recordkeepers within these filings. If you left Arion Blue, 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$108,234 · 0.49%
2023$63,965 · 0.45%
2022$44,882 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Texas
M & H Enterprises, Inc. TX$26.5M · 0.09%
Aerie Pharmaceuticals, Inc. TX$26.4M · 0.16%
Topographic Om, Inc. TX$26.4M · 0.61%
Ksa Engineers, Inc. TX$25.9M · 0.37%
Opportune LLP TX$25.7M · 0.25%
Ndt Global, LLC TX$25.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824209144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.