AUMdb

Ariens Company Retirement Savings Plan

Sponsored by Ariens Company · EIN 390135100 · Plan #001

Total assets
$141M
Net assets
$141M
Active participants
1,055
With balances
1,655

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Associated Trust Company Consulting (general) $85,000
Strategic Advisors, Inc. Investment advisory (plan) $34,255
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$64,445