AERIES ENTERPRISES, LLC 401(k) Plan
What public Form 5500 filings show about the AERIES ENTERPRISES, LLC 401(k) plan — and how to find and check your own account.
The AERIES ENTERPRISES, LLC 401(k) on its latest Form 5500
AERIES ENTERPRISES, LLC (EIN 20-0665156) reports AERIES ENTERPRISES, LLC EMPLOYEES 401(K) SAVINGS PLAN on its most recent Form 5500, with $17.0M in plan assets across 315 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full AERIES ENTERPRISES, LLC filing — schedules, fees, and providers.
Who runs the AERIES ENTERPRISES, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AERIES ENTERPRISES, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BAKER TILLY US LLP, MOSS ADAMS LLP, GLOBAL RETIREMENT PARTNERS.
How to check your AERIES ENTERPRISES, LLC 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask AERIES ENTERPRISES, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).