Plan Snapshot
- Plan Sponsor: Aria Group Architects, INC.
- Sponsor EIN: 363630744
- Sponsor Address: 830 NORTH BLVD, OAK PARK, IL, 60301
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 133 | $17.9M | $173,898 | $799,093 |
| 2023 | 120 | $15.4M | $302,416 | $771,388 |
| 2022 | 119 | $12.5M | $347,838 | $703,323 |
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 |
|---|---|---|---|---|
| FAIRCOURT PARTNERS LLC | Investment Advisor | $39,387 | — | $39,387 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $26,154 | — | $26,154 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,541
- Estimated Expense Ratio: 0.367% 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 | $65,541 | $39,387 | — | — | — |
| 2023 | $54,230 | $32,784 | — | — | — |
| 2022 | $47,882 | — | — | — | — |