# Arnold & Itkin, LLP 401(k) Plan
Source: https://planprovider.pro/companies/arnold-itkin-llp-401k-plan

> Arnold & Itkin, LLP's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arnold & Itkin, LLP

- **Sponsor EIN:** 201430057

- **Sponsor Address:** 6009 MEMORIAL DRIVE, HOUSTON, TX, 77007

- **Plan Type:** 401(k)

- **Total Participants:** 170

- **Total Assets:** $19.6M

## 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|170|$19.6M|$629,164|$1.2M|

| 2023|129|$15.3M|$531,304|$1.0M|

| 2022|111|$11.7M|$595,150|$869,709|

## 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|

| MORGAN STANLEY|INVESTMENT ADVISOR|$28,820|—|$28,820|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$13,873|—|$13,873|

| PENTEGRA SERVICES, INC|CONTRACT ADMIN|$9,691|—|$9,691|

| KRUGGEL LAWTON & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [KRUGGEL LAWTON & COMPANY, LLC](https://planprovider.pro/provider/kruggel-lawton-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,384

- **Estimated Expense Ratio:** 0.267% 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|$55,454|—|—|—|—|

| 2023|$57,402|—|$57,402|—|—|

| 2022|$60,029|$24,577|—|—|$35,452|

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