How big is Aries Wealth Management, LLC's plan?

Aries Wealth Management, LLC's plan reported $598K in assets and 5 participants for 2024.

Original filing (PDF)20250625064855NAL0007575985001

Aries Wealth Management, LLC

Name: Aries Wealth Management, LLC — Aries Wealth, Form 5500 (2024)
Creator: Aries Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aries Wealth Management, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Aries Wealth Management, LLC's Aries Wealth Management, LLC 401(k) Retirement Savings Plan held $598K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$598K

Net assets (EOY)

$598K

People on this filing

Laurie Allen signed Aries Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aries Wealth Management, LLC's EIN is 47-3622319.

EIN 47-3622319

Plan number 001

Plan year 2024

ACK ID 20250625064855NAL0007575985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aries Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARIES WEALTH MANAGEMENT, LLC.

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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