Plan Snapshot
- Plan Sponsor: Aries Industries, INC.
- Sponsor EIN: 391521061
- Sponsor Address: 550 ELIZABETH STREET, WAUKESHA, WI, 53186
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $10.7M
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 | 110 | $10.7M | $251,511 | $774,136 |
| 2023 | 100 | $9.2M | $206,016 | $659,400 |
| 2022 | 100 | $7.4M | $210,043 | $591,484 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,616 | $38,335 | $17,281 | — | — |
| 2023 | $48,869 | $33,309 | $15,560 | — | — |
| 2022 | $46,880 | $32,734 | $14,146 | — | — |