Plan Ledger DOL Form 5500 · updated monthly

United States of Aritzia, Inc. dba Aritzia401(k)

ARITZIA 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

United States of Aritzia, Inc. dba Aritzia reported $101,178 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~90% of peers. Employer contributions averaged $514 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 rose from 0.75% to 0.88%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,133rd of 5,648), and the 2,068th of 5,215 in retail trade. In 2024, employees put in $3.00 for every $1.00 the employer contributed; active participation has shrunk from 2,870 to 1,619 since 2022.

Plan summary
Net assets, end of year$13,571,235
Participants with balances400
Active participants1,619
Employer contributions$832,444
Employee contributions$2,496,731
Employer contribution per active participant$514
Average account balance$33,928
Benefits paid to participants$755,978
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 400 accts · $832K emplr
2023$9.5M · 278 accts · $584K emplr
2022$5.5M · 229 accts · $462K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,623
Investment management$45,905
Audit (IQPA)$13,650
Total administrative$101,178
The United States of Aritzia, Inc. dba Aritzia 401(k) match · 2024
Employer contribution per active participant$514
Median for plans this size$2,416
2024$514 per active participant
2023$227 per active participant
2022$161 per active participant

United States of Aritzia, Inc. dba Aritzia's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$41,623
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$39,655
PENSION ASSURANCE LLP · Accounting / audit$13,650
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,250

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

Administrative cost history3
2024$101,178 · 0.88%
2023$61,695 · 0.83%
2022$35,344 · 0.75%
Same employer
Similar plansRetail Trade · New York
Brunello Cucinelli USA Inc NY$14.1M · 0.12%
Goldstein Enterprises, Inc. NY$13.8M · 0.13%
C.M. Almy & Son, Inc. NY$13.6M · 0.52%
Uncommongoods, LLC NY$13.1M · 0.32%
Blue Mistral, LLC NY$13.0M · 0.39%
International Shoppes, Inc. NY$13.0M · 0.20%
Moda Operandi Inc. NY$13.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980539959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.