Aria Group Architects, Inc. Retirement Plan — Form 5500 plan (Aria Group Architects, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aria Group Architects, Inc. Retirement Plan is a benefit plan reported by Aria Group Architects, Inc. under EIN 36-3630744 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $15,374,353 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aria Group Architects, Inc.
EIN
36-3630744
Plan number
001
Plan type
2
Location
Oak Park, IL
Latest filing year
2023
Participants
153
End-of-year plan assets
$15,374,353

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241009115813NAL0010579651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,374,353
Total liabilities (EOY)
$0
Net assets (EOY)
$15,374,353
Net assets (BOY)
$12,460,788

Income & contributions

Employer contributions
$302,416
Participant contributions
$771,388
Total contributions
$1,094,802
Total income / additions
$3,376,250

Expenses & distributions

Benefits paid
$408,455
Administrative expenses
$54,230
Total expenses
$462,685
Net increase / (decrease)
$2,913,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Faircourt Partners LLCADVISOR$32,784not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,446$02023

Related Form 5500 pages