AUMdb

Aritzia 401(k) Plan

Sponsored by United States Of Aritzia, Inc. Dba Aritzia · EIN 980539959 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
1,619
With balances
400

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $41,623
World Investment Advisors Llc Investment advisory (plan) $39,655
Pension Assurance Llp Accounting $13,650
Strategic Advisors, Inc. Investment advisory (plan) $6,250