Plan Snapshot
- Plan Sponsor: Arhaus, LLC
- Sponsor EIN: 341185757
- Sponsor Address: 51 E HINES HILL ROAD, BOSTON HEIGHTS, OH, 44236
- Plan Type: 401(k)
- Total Participants: 2,198
- Total Assets: $68.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,198 | $68.3M | $4.1M | $8.4M |
| 2023 | 1,933 | $55.4M | $3.7M | $7.5M |
| 2022 | 1,816 | $39.3M | $3.0M | $6.2M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $80,939 | — | $80,939 |
| GLOBAL RETIREMENT PARTNERS, INC | NONE | $59,862 | — | $59,862 |
| SHAREBUILDER ADVISOR LLC | NONE | $29,265 | — | $29,265 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $5,835 | — | $5,835 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, INC — NONE
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,901
- Estimated Expense Ratio: 0.257% of plan assets
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 | $175,901 | $144,456 | — | — | — |
| 2023 | $124,478 | $102,294 | $22,184 | — | — |
| 2022 | $126,498 | $113,209 | $13,289 | — | — |