Plan Ledger DOL Form 5500 · updated monthly

Aris Global, LLC401(k)

ARIS GLOBAL LLC PROFIT SHARING PLAN · CORAL GABLES, FL · plan year 2023

Reported admin expense ratio · 2023
0.42%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Aris Global, LLC reported $40,085 in plan administrative expenses for 2023: 0.42% of average plan assets, below the peer median. Employer contributions averaged $2,152 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.45% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is the 1,699th-largest of 3,644 plans among Florida employers on file, and the 1,585th of 3,341 in other services. In 2023, employees put in $4.86 for every $1.00 the employer contributed; active participation has shrunk from 189 to 161 since 2022.

Plan summary
Net assets, end of year$10,785,860
Participants with balances170
Active participants161
Employer contributions$346,468
Employee contributions$1,683,130
Employer contribution per active participant$2,152
Average account balance$63,446
Benefits paid to participants$1,536,130
Plan auditUnmodified (clean) audit opinion
AuditorANTHONY BRUNSON P A
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 138 accts · $34K emplr
2023$10.8M · 170 accts · $346K emplr
2022$8.3M · 172 accts · $377K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$37,780
Investment management$2,305
Total administrative$40,085
The Aris Global, LLC 401(k) match · 2023
Employer contribution per active participant$2,152
Median for plans this size$1,308
2024$297 per active participant
2023$2,152 per active participant
2022$1,996 per active participant

Aris Global, LLC's 2023 employer contribution ran above the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$40,084

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,488 · 0.41%
2023$40,085 · 0.42%
2022$34,520 · 0.45%
Similar plansOther Services · Florida
Vitality Home Care, Inc. FL$11.2M · 0.19%
Enterprise Florida, Inc. FL$10.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043604669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.