Artisan Partners Holdings LP 401(k) Review & Grade
Artisan Partners Holdings LP 401(k) Plan
Milwaukee, WIFinance & Insurance538 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$20,751Employer $ per active participant
$25,572Employee $ saved per active participant
0.00%Direct admin cost, % of plan assets
$387.6MNet plan assets, end of year
$541,335Average balance per account
Score breakdown
- Employer generosity49.5 / 5099th percentile for employer $ per participant
- Low cost25.0 / 25100th percentile for low admin cost vs. same-size plans
- Employee saving14.9 / 1599th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score92 / 100 · Grade A
This plan vs. peers
Peers: Finance & Insurance plans with 500–2,499 active participants (754 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 99th |
| Lower admin cost | 100th |
| Employee saving | 99th |
| Peers that auto-enroll | 62% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Artisan Partners Holdings LP put in about $20,751 per active participant, more than the typical peer ($3,606). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $11,153,632 |
| Participant (employee) contributions | $13,744,995 |
| Other contributions (incl. rollovers in) | $2,962,717 |
| Administrative expenses paid from the plan | $136 |
| Benefits paid out | $8,521,626 |
| Net assets, start / end of year | $320.4M / $387.6M |
| Active participants, start / end of year | 533 / 542 |
| Participants with account balances | 716 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Baker Tilly US, LLP |
Largest service providers (Schedule C)
| Charles Schwab & Co. Inc. | $6,807 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251027124808NAL0008125296001, received 2025-10-27, EIN 39-1807188, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.