Plan Snapshot
- Plan Sponsor: Ariat International, INC.
- Sponsor EIN: 943147357
- Sponsor Address: 1500 ALVARADO ST., SAN LEANDRO, CA, 94577
- Plan Type: 401(k)
- Total Participants: 1,036
- Total Assets: $99.0M
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 | 1,036 | $99.0M | $3.8M | $8.1M |
| 2023 | 992 | $78.8M | $3.6M | $7.5M |
| 2022 | 796 | $59.1M | $2.8M | $6.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY-PLAN | $34,547 | — | $34,547 |
| JOHN HANCOCK | RETAINED BY EMPLOYER | $14,657 | — | $14,657 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY-PLAN
- JOHN HANCOCK — RETAINED BY EMPLOYER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,204
- Estimated Expense Ratio: 0.050% 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 | $49,204 | $34,547 | $14,657 | — | — |
| 2023 | $44,570 | — | $10,607 | $33,963 | — |
| 2022 | $41,567 | $33,379 | $8,188 | — | — |