Department of Labor filing

ARC EXCESS & SURPLUS, LLC

ARC EXCESS & SURPLUS, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 4, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support
Not reported

Reported employer contributions per active participant.

#People in the filing
180

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$527 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 5% of comparable plans
Investment performance
Not available

Plan assets changed 15.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 2024There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $3,340 · based on 500 comparable plans
Lower reported administrative expense5th percentileTypical peer $164 · based on 494 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ARC EXCESS & SURPLUS, LLC reported Not reported in employer contributions across the plan and 180 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy91%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 107.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
Not reported
Participant contributions
$1,591,605
Other contributions
$2,812
Employer share of reported contributions
Not reported
Beginning assets
$28,339,695
Ending assets
$32,642,385
Ending net assets
$32,642,385
Ending liabilities
Not reported
Total income
$5,744,296
Total expenses
$1,441,606
Administrative expenses
$102,149
Participant loans
$149,534

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
Not reported
2023
Not reported
2024
Not reported
Plan-paid administrative expenses per participant
2022
$253
2023
$288
2024
$527
Active participants
2022
184
2023
178
2024
180
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024Not reported18032.6M20250904100109NAL0009965459001
2023Not reported17828.3M20240821101650NAL0002317523001
2022Not reported18423.3M20230914075616NAL0023135057001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
113367953-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1996
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G2J2K3D

Current plan terms

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Filing ACK_ID20250904100109NAL0009965459001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗