Plan Snapshot
- Plan Sponsor: United States Of Aritzia, INC. Dba Aritzia
- Sponsor EIN: 980539959
- Sponsor Address: 524 BROADWAY, NEW YORK, NY, 10012
- Plan Type: 401(k)
- Total Participants: 1,619
- Total Assets: $13.6M
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 | 1,619 | $13.6M | $832,444 | $2.5M |
| 2023 | 2,568 | $9.5M | $583,663 | $2.1M |
| 2022 | 2,870 | $5.5M | $461,549 | $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 |
|---|---|---|---|---|
| SMITH AND HOWARD | Auditor | $13,650 | — | $13,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,650
- Estimated Expense Ratio: 0.101% 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 | $101,178 | $45,905 | — | $13,650 | — |
| 2023 | $61,695 | $28,772 | — | — | — |
| 2022 | $35,344 | $1,389 | — | — | — |