Arabella Advisors 401(k) match, vesting and fees
What Arabella Advisors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Future Plan | Schedule C ↗ |
| Independent auditor | Fgmk, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Arabella Advisors: employer contribution per participant | $2,771 | |
| Peer median | $2,600 |
| Arabella Advisors: average balance | $58,906 | |
| Peer median | $84,124 |
| Arabella Advisors: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.8M at the end of plan year 2021 to $40M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 684 | $40M | $1.9M | $2,771 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 663 | $32.6M | $1.9M | $3,242 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 605 | $20.9M | $1.4M | $2,386 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 468 | $19.8M | $1M | $2,343 | 0.60% | Not published | Form 5500 ↗ |
Common questions
Does Arabella Advisors match 401(k) contributions?
The match terms for the Arabella Advisors LLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $2,771 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arabella Advisors 401(k) match vested?
The vesting schedule for the Arabella Advisors LLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arabella Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Future Plan. The plan administrator is Arabella Advisors LLC.
I left Arabella Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arabella Advisors LLC, (312) 801-9346) or the recordkeeper, Future Plan. The Arabella Advisors old 401(k) page lists the contacts from every plan filing. Find an old Arabella Advisors 401(k)
Data from the public Form 5500 annual reports Arabella Advisors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Arabella Advisors. Not financial advice. Report a correction · Methodology