Aeries Enterprises, Llc Employees 401(k) Savings Plan
Sponsored by Aeries Enterprises, Llc · EIN 200665156 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 315
- With balances
- 261
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $27,716 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $27,040 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $23,000 |
| Baker Tilly Us, Llp | $0 |