Aeries Software, Inc. 401(k) Profit Sharing Plan
Sponsored by Aeries Software, Inc. · EIN 330427993 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 115
- With balances
- 156
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers, Inc. | Investment advisory (plan) | $22,480 |
| Valmark Advisers Inc | Investment advisory (plan) | $9,343 |
| Crossplans | Contract administrator | $8,034 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $5,172 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,612 |
| Benefit Equity Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,545 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,497 |
| Crossplans | Recordkeeping, Participant loan processing, Recordkeeping fees | $570 |
| Advised Assets Group, Llc | Investment management | $46 |