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Original filing (PDF)20251008184226NAL0005906769001
ARIA SYSTEMS, LLC
Form 5500
FILING_RECEIVED
ARIA SYSTEMS, LLC 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
156
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARIA SYSTEMS, LLC.
Plan sponsor
Name
ARIA SYSTEMS, LLC
EIN
35-2314565
Address
575 MARKET ST · 4TH FLOOR · SAN FRANCISCO, CA · 94105
Phone
(415) 852-7250
Industry
Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
37 direct securities· $17.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K Fund Mutual Fund | — | — | — | $2.4M | 13.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.9M | 11.0% | |
| Fidelity Freedom 2045 K Fund Mutual Fund | — | — | — | $1.7M | 9.8% | |
| Fidelity Freedom 2040 K Fund Mutual Fund | — | — | — | $1.6M | 9.1% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $1.4M | 8.1% | |
| Fidelity Freedom 2030 K Fund Mutual Fund | — | — | — | $1.2M | 6.9% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $971K | 5.6% | |
| Fidelity Freedom 2050 K Fund Mutual Fund | — | — | — | $758K | 4.4% | |
| Neuberger Berman Mid Cap Growth Fund Mutual Fund | — | — | — | $705K | 4.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $585K | 3.4% | |
| Fidelity Freedom 2055 K Fund Mutual Fund | — | — | — | $436K | 2.5% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $346K | 2.0% | |
| Baird Core Plus Bond Fund Mutual Fund | — | — | — | $277K | 1.6% | |
| Fidelity Government Money Market Premium Fund Mutual Fund | — | — | — | $246K | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $245K | 1.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $215K | 1.2% | |
| Fidelity Freedom 2020 K Fund Mutual Fund | — | — | — | $211K | 1.2% | |
| Fidelity Stock Selector Small Cap Fund Mutual Fund | — | — | — | $211K | 1.2% | |
| Fidelity Balanced Fund Mutual Fund | — | — | — | $201K | 1.2% | |
| Fidelity International Discovery Fund Mutual Fund | — | — | — | $193K | 1.1% | |
| Fidelity Freedom 2025 K Fund Mutual Fund | — | — | — | $174K | 1.0% | |
| maturing through October 2029 | — | — | — | $166K | 1.0% | |
| Putnam Large Cap Value Fund Mutual Fund | — | — | — | $166K | 1.0% | |
| Conestoga Small Cap Fund Mutual Fund | — | — | — | $152K | 0.9% | |
| Artisan International Fund Mutual Fund | — | — | — | $136K | 0.8% | |
| Fidelity Value Fund Mutual Fund | — | — | — | $135K | 0.8% | |
| Fidelity Freedom 2015 K Fund Mutual Fund | — | — | — | $119K | 0.7% | |
| Vanguard Short Term Bond Index Fund Mutual Fund | — | — | — | $115K | 0.7% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $100K | 0.6% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $78K | 0.4% | |
| Fidelity High Income Fund Mutual Fund | — | — | — | $67K | 0.4% | |
| Fidelity Freedom 2060 K Fund Mutual Fund | — | — | — | $54K | 0.3% | |
| American Beacon Small Cap Value Fund Mutual Fund | — | — | — | $33K | 0.2% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $29K | 0.2% | |
| Fidelity Freedom Income K Fund Mutual Fund | — | — | — | $26K | 0.2% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual Fund | — | — | — | $26K | 0.1% | |
| Invesco International Equity Fund Mutual Fund | — | — | — | $9K | <0.1% |
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