Back to filter
Original filing (PDF)20251015143026NAL0002454947001
ARIES GLOBAL LOGISTICS, INC.
Form 5500
FILING_RECEIVED
ARIES GLOBAL LOGISTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
177
Accounts w/ balance
155
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.4M
How this plan invests
This plan
25 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARIES GLOBAL LOGISTICS, INC..
Plan sponsor
Name
ARIES GLOBAL LOGISTICS, INC.
EIN
23-2800243
Address
365 FRANKLIN AVENUE · FRANKLIN SQUARE, NY · 11010
Phone
(516) 209-4497
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP, LLC | 23-3044062 | — | CONTRACT ADMIN | $0 | — |
Investments
9 direct securities · 25 pooled funds· $19.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$13.0M
25 holdings
Uncategorized
$5.3M
8 holdings
Guaranteed Income / GIC
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MM Select T. Rowe Price Ret 2030 Pooled Separate Account | — | — | — | $1.9M | 12.9% | |
| MASSMUTUAL SELECT TRP RETIREMENT 30 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.9M | 12.9% | |
| MM S&P 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.5M | 10.5% | |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.4M | 9.8% | |
| Investment Contract | Guaranteed Income / GIC | — | — | $1.3M | 8.7% | |
| MM Select T. Rowe Price Ret 2020 Pooled Separate Account | — | — | — | $980K | 6.8% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $980K | 6.8% | |
| MM Select T. Rowe Price Ret 2040 Pooled Separate Account | — | — | — | $929K | 6.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 40 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $929K | 6.4% | |
| MASSMUTUAL SMALL CAP GR EQ A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $776K | 5.4% | |
| MASSMUTUAL BLUE CHIP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $675K | 4.7% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $564K | 3.9% | |
| MASSMUTUAL DISCIPLINED GR A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $496K | 3.4% | |
| MM Select T. Rowe Price Ret 2050 Pooled Separate Account | — | — | — | $491K | 3.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 50 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $491K | 3.4% | |
| MM Select T.Rowe Price Ret 2010 Pooled Separate Account | — | — | — | $489K | 3.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 10 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $489K | 3.4% | |
| MASSMUTUAL TOTAL RETURN BOND R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $486K | 3.4% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R2 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $432K | 3.0% | |
| MASSMUTUAL SMALL CAP OPPS A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $355K | 2.5% | |
| AC Equity Gr Pooled Separate Account | — | — | — | $334K | 2.3% | |
| AMERICAN CENTURY EQUITY GROWTH INV AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $334K | 2.3% | |
| MASSMUTUAL DIVERSIFIED BOND A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $241K | 1.7% | |
| Participant Loans Various maturity dates; - | — | — | — | $236K | 1.6% | |
| MASSMUTUAL DISCIPLINED VALUE A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $206K | 1.4% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $188K | 1.3% | |
| JANUS HENDERSON MID CAP VALUE S JANUS HENDERSON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $179K | 1.2% | |
| FRANKLIN MUTUAL SHARES R FRANKLIN TEMPLETON INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $95K | 0.7% | |
| MFS INTERNATIONAL NEW DISCOVERY R2 MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $90K | 0.6% | |
| INVESCO REAL ESTATE A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $90K | 0.6% | |
| MASSMUTUAL HIGH YIELD A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $60K | 0.4% | |
| MM Select T. Rowe Price Ret Bal Pooled Separate Account | — | — | — | $11K | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT BA MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| MASSMUTUAL MAIN STREET A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using THE PARAGON ALLIANCE GROUP, LLC
US ELECTRICAL SERVICES, INC.
U. S. ELECTRICAL SERVICES, INC. 401(K) PLAN
$156.6M · 1,467 participants
PENSKE MEDIA CORPORATION
PENSKE MEDIA CORPORATION 401(K) RETIREMENT PLAN
$126.2M · 1,283 participants
STEPSTONE GROUP LP
STEPSTONE GROUP LP 401(K) RETIREMENT PLAN
$101.1M · 695 participants
SYMMES MAINI & MCKEE ASSOC. INC.
SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN
$63.2M · 209 participants
SOLAR ATMOSPHERES INC.
SOLAR ATMOSPHERES INC. 401K PROFIT SHARING PLAN
$46.5M · 365 participants
MERICLE CONSTRUCTION, INC.
MERICLE 401(K) PROFIT SHARING PLAN
$46.2M · 328 participants
Similar-size Transportation & Warehousing plans
AXLE LOGISTICS, LLC
AXLE LOGISTICS 401(K) PLAN
$14.3M · 488 participants
BACARELLA TRANSPORTATION SERVICES
BACARELLA TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN
$14.2M · 168 participants
TAZMANIAN FREIGHT SYSTEMS, INC.
TAZMANIAN FREIGHT FORWARDING 401K PLAN
$14.0M · 207 participants
SCANWELL LOGISTICS (NYC) INC.
SCANWELL LOGISTICS (NYC) INC. PROFIT SHARING PLAN
$13.9M · 78 participants
SPOT FREIGHT INC
SPOT FREIGHT INC 401K PROFIT SHARING PLAN
$15.0M · 528 participants
TRAFFIC TECH, INC.
TRAFFIC TECH, INC. 401(K) PLAN
$15.1M · 292 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
