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ARIOSA & COMPANY, LLC — ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250905162129NAL0010695939001
ARIOSA & COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
106
Accounts w/ balance
124
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ARIOSA & COMPANY, LLC
.
Find decision makers
Plan sponsor
Name
ARIOSA & COMPANY, LLC
EIN
20-4004880
Address
16 STENERSEN LANE · SUITE 3A · HUNT VALLEY, MD · 21030
Phone
(410) 628-4215
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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