Plan Ledger DOL Form 5500 · updated monthly

Arnold Ventures LLC401(k)

ARNOLD VENTURES LLC RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Arnold Ventures LLC reported $5,286 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,215 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 0.017% to 0.024%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,771st-largest of 5,688 plans among Texas employers on file, and the 894th of 3,341 in other services. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has grown from 122 to 153 since 2022.

Plan summary
Net assets, end of year$24,358,076
Participants with balances225
Active participants153
Employer contributions$797,897
Employee contributions$1,895,140
Employer contribution per active participant$5,215
Average account balance$108,258
Benefits paid to participants$1,607,093
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.4M · 225 accts · $798K emplr
2023$19.0M · 192 accts · $1.7M emplr
2022$12.9M · 176 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$931
Investment management$4,355
Total administrative$5,286
The Arnold Ventures LLC 401(k) match · 2024
Employer contribution per active participant$5,215
Median for plans this size$2,416
2024$5,215 per active participant
2023$13,093 per active participant
2022$11,595 per active participant

Arnold Ventures 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$931

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$5,286 · 0.02%
2023$3,462 · 0.02%
2022$2,235 · 0.02%
Same employer
Similar plansOther Services · Texas
Dyopath LLC TX$24.6M · 0.22%
Kibo Software, Inc. TX$23.1M · 0.24%
Liberty Lift Solutions LLC TX$22.7M · 0.26%
Sport Clips, Inc. TX$21.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831484007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.