How big is Aerion LLC's plan?

Aerion LLC's plan reported $35K in assets and 2 participants for 2022.

Original filing (PDF)20230531220232NAL0021049873020

Aerion LLC

Name: Aerion LLC — Aerion LLC 401(k) Plan, Form 5500 (2022)
Creator: Aerion LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aerion LLC 401(k) Plan

401(k) retirement plan · Aerion LLC's Aerion LLC 401(k) Plan held $35K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

Aerion LLC's EIN is 27-4445868.

EIN 27-4445868

Plan number 001

Plan year 2022

ACK ID 20230531220232NAL0021049873020

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Aerion LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Aerion LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AERION LLC

EIN

all filings

Address

719 12TH AVE · MENLO PARK, CA · 94025

Phone

(650) 218-4975

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-29

Tax period

2022-12-31

Filed

2023-05-31

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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