Original filing (PDF)20250630081251NAL0017029536001

ARANEO TAX, INC.

Name: ARANEO TAX, INC. — ARANEO TAX, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ARANEO TAX, INC.

Form 5500-SF

FILING_RECEIVED

ARANEO TAX, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$824K

Net assets (EOY)

$824K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARANEO TAX, INC..

Plan sponsor

Name

ARANEO TAX, INC.

EIN

27-5027141

Address

41 FRONT STREET · 2ND FLOOR · ROCKVILLE CENTRE, NY · 11570

Phone

(516) 214-0612

Industry

Finance & Insurancesee 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

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MAJORITY USA LLC

MAJORITY USA LLC 401(K) PLAN

$826K · 123 participants

WASSERSTEIN DEBT OPPORTUNITIES MANAGEMENT LP

WASSERSTEIN DEBT OPPORTUNITIES MANAGEMENT LP DEFINED BENEFIT PLAN

$815K · 5 participants

ZETA HELP INC

ZETA HELP 401(K) PLAN

$813K · 8 participants

TME HOLDINGS, LLC

TME HOLDINGS LLC 401(K) PROFIT SHARING PLAN

$835K · 2 participants

THE PHILADELPHIA TRUST COMPANY

THE PHILADELPHIA TRUST COMPANY 401(K) PLAN

$835K · 23 participants