AUMdb

Aries Marine Corporation 401(k) Plan

Sponsored by Aries Marine Corporation · EIN 721258490 · Plan #001

Total assets
$9.6M
Net assets
$9.6M
Active participants
100
With balances
115

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
Summit Financial Wealth Advisors, Llc CRD 171278 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Summit Financial Wealth Advisors Investment advisory (plan) $24,683
Empower Annuity Insurance Company Recordkeeping fees $0