Plan Snapshot
- Plan Sponsor: Aris Global, LLC
- Sponsor EIN: 043604669
- Sponsor Address: 201 JONES ROAD, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $9.8M
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 | 115 | $9.8M | $34,123 | $1.1M |
| 2023 | 161 | $10.8M | $346,468 | $1.7M |
| 2022 | 189 | $8.3M | $377,179 | $1.5M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $42,488 | — | $42,488 |
| ANTHONY BRUNSON P A | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,488
- Estimated Expense Ratio: 0.433% 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 | $42,488 | $6,467 | — | — | — |
| 2023 | $40,085 | $2,305 | — | — | — |
| 2022 | $34,520 | — | — | — | — |