Plan Snapshot
- Plan Sponsor: Arctos, LLC
- Sponsor EIN: 475602018
- Sponsor Address: 2601 MISSION POINT BLVD SUITE 300, BEAVERCREEK, OH, 45431
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $33.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 156 | $33.1M | $590,758 | $1.5M |
| 2023 | 162 | $32.5M | $688,977 | $1.7M |
| 2022 | 190 | $30.0M | $724,545 | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTON ALLEN LARSON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON ALLEN LARSON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $116,615 | — | $116,615 | — | — |
| 2023 | $115,352 | $56,262 | — | $11,025 | — |
| 2022 | $93,215 | $55,962 | $37,253 | — | — |