Plan Ledger DOL Form 5500 · updated monthly

Arnold & Itkin, LLP401(k)

ARNOLD & ITKIN 401K RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Arnold & Itkin, LLP reported $55,454 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,701 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 0.55% to 0.32%. 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 2,052nd-largest of 5,688 plans among Texas employers on file, and the 5,629th of 11,654 in professional & technical services. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 111 to 170 since 2022.

Plan summary
Net assets, end of year$19,592,409
Participants with balances144
Active participants170
Employer contributions$629,164
Employee contributions$1,200,649
Employer contribution per active participant$3,701
Average account balance$136,058
Benefits paid to participants$94,291
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 144 accts · $629K emplr
2023$15.3M · 99 accts · $531K emplr
2022$11.7M · 133 accts · $595K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,454
Total administrative$55,454
The Arnold & Itkin, LLP 401(k) match · 2024
Employer contribution per active participant$3,701
Median for plans this size$2,416
2024$3,701 per active participant
2023$4,119 per active participant
2022$5,362 per active participant

Arnold & Itkin, LLP'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 · 20244
MORGAN STANLEY · Investment advisory (plan)$28,820
PENTEGRA SERVICES, INC · Contract administrator$9,691
MML INVESTORS SERVICES 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 history3
2024$55,454 · 0.32%
2023$57,402 · 0.42%
2022$60,029 · 0.55%
Same employer
Similar plansProfessional & Technical Services · Texas
Jera Americas Inc. TX$19.6M · 0.12%
Iodine Software LLC TX$19.6M · 0.64%
Alert Media, Inc. TX$19.6M · 0.37%
Bell & McCoy TX$19.5M · 0.11%
Mayer, LLP TX$19.4M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201430057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.