# Aeries Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aeries-enterprises-llc-401k-plan

> Aeries Enterprises, LLC's 401(k) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aeries Enterprises, LLC

- **Sponsor EIN:** 200665156

- **Sponsor Address:** 400 112TH AVE. NE #240, BELLEVUE, WA, 98044

- **Plan Type:** 401(k)

- **Total Participants:** 315

- **Total Assets:** $17.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|315|$17.0M|$395,443|$1.0M|

| 2023|343|$15.1M|$392,168|$944,437|

| 2022|339|$14.5M|$309,056|$888,611|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$27,716|—|$27,716|

| GLOBAL RETIREMENT PARTNERS LLC|NONE|$27,040|—|$27,040|

| MOSS ADAMS LLP|NONE|$23,000|—|$23,000|

| BAKER TILLY US, LLP|Other Service Provider|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,756

- **Estimated Expense Ratio:** 0.457% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$77,757|$28,494|—|$23,000|—|

| 2023|$76,923|$26,753|$22,000|—|—|

| 2022|$95,820|$25,750|—|—|$41,200|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aeries-enterprises-llc-401k-plan)

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