Back to filter
Original filing (PDF)20251028100012NAL0006120019001
ARHAUS, LLC
Form 5500
FILING_RECEIVED
ARHAUS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,198
Accounts w/ balance
1,439
Plan assets (EOY)
$68.3M
Net assets (EOY)
$68.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 26 bps in Schedule C fees — 61% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARHAUS, LLC.
Plan sponsor
Name
ARHAUS, LLC
EIN
34-1185757
Address
51 E HINES HILL ROAD · BOSTON HEIGHTS, OH · 44236
Phone
(440) 439-7700
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $81K | — |
| GLOBAL RETIREMENT PARTNERS, INC | 47-1411118 | — | NONE | $60K | — |
| SHAREBUILDER ADVISOR LLC | — | SEATTLE, WA | NONE | $29K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $6K | — |
Investments
31 direct securities· $68.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMCENT ULTRA FUND CL R6 Registered Investment Company | — | — | — | $11.0M | 16.2% | |
| BOND FUND OF AMERICA R6 Registered Investment Company | — | — | — | $11.0M | 16.1% | |
| NEUBERGER BERMAN LGCAPVALUE R6 Registered Investment Company | — | — | — | $6.1M | 8.9% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $5.5M | 8.1% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $5.4M | 7.8% | |
| PIMCO INCOME INSTITUTIONAL Registered Investment Company | — | — | — | $4.9M | 7.2% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $4.9M | 7.1% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $3.9M | 5.7% | |
| BLACKROCK EMERGING MKTS K Registered Investment Company | — | — | — | $1.6M | 2.3% | |
| FIDELITY FREE IDX 2050 PREM Registered Investment Company | — | — | — | $1.6M | 2.3% | |
| FIDELITY FREE IDX 2030 PREM Registered Investment Company | — | — | — | $1.4M | 2.0% | |
| FIDELITY FREE IDX 2055 PREM Registered Investment Company | — | — | — | $1.4M | 2.0% | |
| FIDELITY FREE IDX 2035 PREM Registered Investment Company | — | — | — | $1.3M | 2.0% | |
| FIDELITY FREE IDX 2045 PREM Registered Investment Company | — | — | — | $1.2M | 1.8% | |
| FIDELITY FREE IDX 2040 PREM Registered Investment Company | — | — | — | $1.1M | 1.6% | |
| FIDELITY FREE IDX 2025 PREM Registered Investment Company | — | — | — | $1.1M | 1.6% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $1.0M | 1.5% | |
| FIDELITY FREE IDX 2060 PREM Registered Investment Company | — | — | — | $822K | 1.2% | |
| NEUBERGER BERMAN REAL EST FC R Registered Investment Company | — | — | — | $711K | 1.0% | |
| APEX CAPITAL PRESERVATION A0 Life Insurance | — | — | — | $473K | 0.7% | |
| FIDELITY FREE IDX 2015 PREM Registered Investment Company | — | — | — | $470K | 0.7% | |
| FIDELITY FREE IDX 2020 PREM Registered Investment Company | — | — | — | $311K | 0.5% | |
| FIDELITY FREE IDX 2065 PREM Registered Investment Company | — | — | — | $263K | 0.4% | |
| JPMORGAN MID CAP GROWTH R6 Registered Investment Company | — | — | — | $146K | 0.2% | |
| AMERICAN BALANCED FUND R6 Registered Investment Company | — | — | — | $128K | 0.2% | |
| AMCENT SMALL CAP GROWTH R6 Registered Investment Company | — | — | — | $93K | 0.1% | |
| CLEARBRIDGE INTL GROWTH IS Registered Investment Company | — | — | — | $75K | 0.1% | |
| FIDELITY ADV SMALL CAP VALUE Z Registered Investment Company | — | — | — | $52K | <0.1% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $48K | <0.1% | |
| FIDELITY FREE IDX INC PREMIER Registered Investment Company | — | — | — | $17K | <0.1% | |
| FIDELITY FREE IDX 2010 PREM Registered Investment Company | — | — | — | $3K | <0.1% |
Related plans
Other plans using ASCENSUS LLC
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Retail Trade plans
HENRICKSEN & COMPANY, INC.
HENRICKSEN & COMPANY, INC. 401(K) PROFIT SHARING PLAN
$68.1M · 351 participants
MATHIS BROS. OKLAHOMA CITY, LLC
MATHIS BROTHERS 401(K) PLAN
$67.8M · 2,322 participants
SLUMBERLAND, INC.
SLUMBERLAND, INC. SALARY SAVINGS PLAN
$69.9M · 538 participants
BLACKSTONE IMC HOLDINGS - Q L.L.C
BLACKSTONE IMC HOLDINGS Q L.L.C. 401(K) PLAN
$66.7M · 419 participants
HOM FURNITURE, INC.
HOM FURNITURE, INC. PROFIT SHARING/ 401(K) PLAN
$71.0M · 676 participants
CREATIVE OFFICE PAVILION LLC
CREATIVE OFFICE RESOURCES 401(K) PLAN & TRUST
$71.8M · 401 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants