Plan Ledger DOL Form 5500 · updated monthly

Asset Risk Management, LLC401(k)

ASSET RISK MANAGEMENT, LLC RETIREMENT SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Asset Risk Management, LLC reported $42,258 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $6,597 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 0.33% to 0.40%. 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 among the smaller plans on file in Texas (2,884th of 5,688), and 7,587th of 11,654 in professional & technical services. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,348,327
Participants with balances121
Active participants82
Employer contributions$540,930
Employee contributions$1,079,539
Employer contribution per active participant$6,597
Average account balance$93,788
Benefits paid to participants$1,688,710
Plan auditUnmodified (clean) audit opinion
AuditorEEPB
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 121 accts · $541K emplr
2023$9.8M · 115 accts · $524K emplr
2022$8.7M · 135 accts · $364K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,239
Investment management$22,019
Total administrative$42,258
The Asset Risk Management, LLC 401(k) match · 2024
Employer contribution per active participant$6,597
Median for plans this size$2,416
2024$6,597 per active participant
2023$6,627 per active participant
2022$4,667 per active participant

Asset Risk Management, 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 · 20242
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$21,268
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,239

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$42,258 · 0.40%
2023$29,984 · 0.33%
2022$32,767 · 0.33%
Similar plansProfessional & Technical Services · Texas
Miller Weisbrod Olesky, LLP TX$11.6M · 0.72%
Diligent Consulting, Inc. TX$11.6M · 0.49%
Eagan US Holdco, LLC TX$11.5M · 0.18%
Anaconda Inc TX$11.3M · 0.02%
Eag Services, Inc. TX$11.3M · 0.38%
Vrx, Inc. TX$11.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270810565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.