Plan Snapshot
- Plan Sponsor: Aristotle International, INC.
- Sponsor EIN: 061022613
- Sponsor Address: 205 PENNSYLVANIA AVENUE SE, WASHINGTON, DC, 20003
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $30.7M
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 | 142 | $30.7M | $280,080 | $1.5M |
| 2023 | 126 | $24.8M | $260,538 | $1.4M |
| 2022 | 128 | $21.5M | $242,558 | $1.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $22,050 | — | $22,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,050
- Estimated Expense Ratio: 0.072% 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 | $125 | — | — | $22,050 | — |
| 2023 | -$775 | — | — | $21,000 | — |
| 2022 | -$7,665 | — | — | — | — |