Plan Ledger DOL Form 5500 · updated monthly

Arteris, Inc. Arteris Ip401(k)

ARTERIS IP 401(K) PLAN · CAMPBELL, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Arteris, Inc. Arteris Ip reported $58,012 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $8,166 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 0.48% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,372nd-largest of 9,483 plans among California employers on file, and 7,048th of 13,661 in manufacturing. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has shrunk from 114 to 95 since 2022.

Plan summary
Net assets, end of year$15,138,848
Participants with balances134
Active participants95
Employer contributions$775,742
Employee contributions$2,146,725
Employer contribution per active participant$8,166
Average account balance$112,976
Benefits paid to participants$1,589,321
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 134 accts · $776K emplr
2023$11.8M · 134 accts · $827K emplr
2022$7.1M · 136 accts · $761K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,545
Investment management$41,467
Total administrative$58,012
The Arteris, Inc. Arteris Ip 401(k) match · 2024
Employer contribution per active participant$8,166
Median for plans this size$2,416
2024$8,166 per active participant
2023$8,526 per active participant
2022$6,672 per active participant

Arteris, Inc. Arteris Ip'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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$16,545
OSAIC WEALTH, INC. · Investment advisory (plan)$33,142
WOODBURY FINANCIAL SERVICES · Investment advisory (plan)$8,325

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$58,012 · 0.43%
2023$39,951 · 0.42%
2022$32,748 · 0.48%
Same employer
Similar plansManufacturing · California
Vian Enterprises Inc CA$15.3M · 0.29%
Veridiam, Inc. CA$15.3M · 0.33%
M.S. Aerospace, Inc. CA$15.2M · 0.31%
La Jolla Group, Inc. CA$15.2M · 0.95%
Stellartech Research Corp. CA$15.1M · 0.42%
Calportland Construction CA$15.1M · 0.04%
Keiser Corporation CA$15.1M · 0.37%
Aixtron, Inc. CA$15.0M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 270117058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.