Plan Snapshot
- Plan Sponsor: Arnold Ventures LLC
- Sponsor EIN: 831484007
- Sponsor Address: 1717 WEST LOOP SOUTH, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 153 | $24.4M | $797,897 | $1.9M |
| 2023 | 130 | $19.0M | $1.7M | $1.9M |
| 2022 | 122 | $12.9M | $1.4M | $1.5M |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON, LLC | Auditor | — | — | $0 |
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 | $5,286 | $4,355 | — | — | — |
| 2023 | $3,462 | $2,462 | — | — | — |
| 2022 | $2,235 | $1,729 | — | — | — |