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Original filing (PDF)20251015134107NAL0002381443001
ARION BLUE, LLC
Form 5500
FILING_RECEIVED
ARION BLUE RETIREMENT PLAN
401(k) retirement plan
Active participants
303
Accounts w/ balance
313
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARION BLUE, LLC.
Plan sponsor
Name
ARION BLUE, LLC
EIN
82-4209144
Address
330 BARKER CYPRESS · HOUSTON, TX · 77094
Phone
(713) 936-5467
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
2025-10-15
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
TEMPLETON & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $101K | — |
| PINNACLE FINANCIAL SERVICES, INC | 59-2438373 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEISIROW FINANCIAL, INC | 36-3194849 | — | INVEST ADVISR-PLAN | $5K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 95-2834236 | — | BROKER | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
Investments
34 direct securities· $26.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Schwab S&P 500 Index | — | — | — | $3.0M | 11.6% | |
| BlackRock LifePath Index 2040 K | — | — | — | $2.7M | 10.5% | |
| Vanguard Growth Index Adm | — | — | — | $2.7M | 10.3% | |
| BlackRock LifePath Index 2050 K | — | — | — | $1.9M | 7.2% | |
| BlackRock LifePath Index 2045 K | — | — | — | $1.5M | 5.6% | |
| BlackRock LifePath Index 2030 K | — | — | — | $1.4M | 5.2% | |
| BlackRock LifePath Index Retirement K | — | — | — | $1.3M | 5.0% | |
| BlackRock LifePath Index 2035 K | — | — | — | $1.2M | 4.5% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.1M | 4.2% | |
| Vanguard Value Index Adm | — | — | — | $953K | 3.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $942K | 3.6% | |
| Vanguard Information Technology Idx Adm | — | — | — | $734K | 2.8% | |
| Schwab Fdmtl Intl Lg Co Idx | — | — | — | $617K | 2.4% | |
| BlackRock LifePath Index 2055 K | — | — | — | $591K | 2.3% | |
| Transamerica Life Insurance Company Stable Value Core Option | — | — | — | $555K | 2.1% | |
| American Funds American Funds American Balanced R6 | — | — | — | $484K | 1.9% | |
| Vanguard Dividend Growth Inv | — | — | — | $476K | 1.8% | |
| Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $462K | 1.8% | |
| Fidelity Investment Grade Bond | — | — | — | $425K | 1.6% | |
| TIAA-CREF International Eq Idx Instl | — | — | — | $419K | 1.6% | |
| Notes receivable from participants - | — | — | — | $372K | 1.4% | |
| Vanguard Real Estate Index Admiral | — | — | — | $345K | 1.3% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $313K | 1.2% | |
| American Funds American Funds New World R6 | — | — | — | $286K | 1.1% | |
| Voya Intermediate Bond R6 | — | — | — | $273K | 1.0% | |
| BlackRock LifePath Index 2060 K | — | — | — | $252K | 1.0% | |
| BlackRock Health Sciences Opps K | — | — | — | $178K | 0.7% | |
| PGIM High Yield R6 | — | — | — | $154K | 0.6% | |
| Vanguard Total Intl Bond Index Adm | — | — | — | $129K | 0.5% | |
| BlackRock LifePath Index 2065 K | — | — | — | $108K | 0.4% | |
| FPA New Income | — | — | — | $104K | 0.4% | |
| Vanguard LifeStrategy Cnsrv Gr Inv | — | — | — | $78K | 0.3% | |
| Vanguard LifeStrategy Income Inv ** 234 Vanguard LifeStrategy Growth Inv | — | — | — | $71K | 0.3% | |
| Vanguard Materials Index Adm | — | — | — | $24K | <0.1% |
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