Plan Ledger DOL Form 5500 · updated monthly

Artisan Partners Holdings LP401(k)

ARTISAN PARTNERS HOLDINGS LP 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Artisan Partners Holdings LP reported $136 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $20,579 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 0.000% to 0.000%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 79th-largest of 1,936 plans among Wisconsin employers on file, and the 370th of 4,798 in finance & insurance. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$387,595,653
Participants with balances716
Active participants542
Employer contributions$11,153,632
Employee contributions$13,744,995
Employer contribution per active participant$20,579
Average account balance$541,335
Benefits paid to participants$8,521,626
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$387.6M · 716 accts · $11.2M emplr
2023$320.4M · 695 accts · $10.5M emplr
2022$252.5M · 660 accts · $9.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136
Total administrative$136
The Artisan Partners Holdings LP 401(k) match · 2024
Employer contribution per active participant$20,579
Median for plans this size$4,294
2024$20,579 per active participant
2023$19,701 per active participant
2022$18,048 per active participant

Artisan Partners Holdings LP's 2024 employer contribution ran above the $4,294 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
CHARLES SCHWAB & CO. INC. · Securities brokerage$6,807

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$136 · 0.00%
2023Not separately reported
2022$1,318 · 0.00%
Same employer
Similar plansFinance & Insurance · Wisconsin
Qbe Holdings, Inc. WI$792.0M · 0.03%
Secura Insurance Company WI$192.7M · 0.05%
First Mid Bancshares, Inc. WI$172.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391807188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.