Arhaus, Llc 401(k) Plan
Sponsored by Arhaus, Llc · EIN 341185757 · Plan #001
- Total assets
- $68.3M
- Net assets
- $68.3M
- Active participants
- 2,198
- With balances
- 1,439
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Sharebuilder Advisors, Llc CRD 300537 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $80,939 |
| Global Retirement Partners, Inc | Investment management, Direct payment from the plan | $59,862 |
| Sharebuilder Advisor Llc | Investment advisory (plan), Direct payment from the plan | $29,265 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $5,835 |