How big is Aramsco, Inc.'s plan?

Aramsco, Inc.'s plan reported $41.0M in assets and 1,050 participants for 2024.

Original filing (PDF)20250725091917NAL0003300723001

Aramsco, Inc.

Name: Aramsco, Inc. — Aramsco, Inc. 401(k) Retirement Plan, Form 5500 (2024)
Creator: Aramsco, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Aramsco, Inc. 401(k) Retirement Plan

401(k) retirement plan · Aramsco, Inc.'s Aramsco, Inc. 401(k) Retirement Plan held $41.0M in plan assets for 1,050 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Active participants

1,050

Accounts w/ balance

633

Plan assets (EOY)

$41.0M

Net assets (EOY)

$40.8M

People on this filing

Karen Fittzgerald signed Aramsco, Inc.'s 2024 Form 5500 as plan administrator.

Karen Fittzgerald — 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

Aramsco, Inc.'s EIN is 84-1674268.

EIN 84-1674268

Plan number 001

Plan year 2024

ACK ID 20250725091917NAL0003300723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aramsco, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aramsco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

ARAMSCO, INC.

EIN

all filings

Address

FIVE RADNOR CORPORATE CENTER · 100 MATSONFORD ROAD, SUITE 510 · RADNOR, PA · 19087

Phone

(856) 686-7700

Industry

Wholesale Trade

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

2025-07-25

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$84K	—

Investments

35 direct securities · 1 pooled fund· $46.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$14.3M

12 holdings

Mutual Funds

$13.2M

15 holdings

Common Collective Trusts

$11.1M

5 holdings

Common Collective Trust

$5.6M

1 holding

Common Stocks

$1.6M

2 holdings

Bonds / Notes

$872K

1 holding

					% of plan
FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$5.6M	13.8%
Federated Hermes Capital Preservation Trust SP Common/collective trust	Common Collective Trusts	—	—	$4.7M	11.5%
American Growth Fund R6 Mutual fund	Other securities	—	—	$4.5M	11.1%
iShares S&P 500 Index FD Instl Mutual fund	Common Collective Trusts	—	—	$3.6M	8.7%
Vanguard Value Index FD Adm GM Mutual fund	Mutual Funds	—	—	$3.5M	8.4%
American Growth Fund R6 GM Mutual fund	Other securities	—	—	$2.1M	5.1%
Lord Abbett SRT Duration GM Mutual fund	Mutual Funds	—	—	$1.8M	4.4%
American New World Fund GM Mutual fund	Other securities	—	—	$1.7M	4.2%
iShares S&P 500 Index Instl GM Mutual fund	Common Collective Trusts	—	—	$1.6M	3.8%
Invesco Global Alloc FD A Mutual fund	Mutual Funds	—	—	$1.5M	3.8%
Vanguard Mid Cap GR Ind FD Adm GM Mutual fund	Mutual Funds	—	—	$1.5M	3.6%
JP Morgan Small Cap Equity Fund Class A GM Mutual fund	Other securities	—	—	$1.2M	3.0%
AllSpring Index Asset Allc A Mutual fund	Other securities	—	—	$954K	2.3%
BlackRock Impact Mortgage FD A GM* Mutual fund	Other securities	—	—	$944K	2.3%
Federated Hermes Capital Preservation Trust SP GM Common/collective trust	Common Collective Trusts	—	—	$934K	2.3%
AB Relative Val FD CL A Mutual fund	Common Stocks	—	—	$924K	2.3%
Fidelity Advisor Balanced FD Z GM Mutual fund	Mutual Funds	—	—	$873K	2.1%
Participant loans Interest rates are 4.25% – 9.50%	Bonds / Notes	—	$872K	$872K	2.1%
American Funds 2030 Target R6 Mutual fund	Mutual Funds	—	—	$780K	1.9%
Principal Real Estate SEC R6 GM Mutual fund	Other securities	—	—	$773K	1.9%
BlackRock Global Alloc A* Mutual fund	Other securities	—	—	$747K	1.8%
Vanguard Inflation Protected GM Mutual fund	Mutual Funds	—	—	$714K	1.7%
JP Morgan Small Cap Eqty FD CL A Mutual fund	Common Stocks	—	—	$633K	1.5%
American Funds 2020 Target R6 Mutual fund	Mutual Funds	—	—	$571K	1.4%
Lord Abbett Sht Duration Incom Mutual fund	Mutual Funds	—	—	$462K	1.1%
Invesco Global Fund A Mutual fund	Mutual Funds	—	—	$450K	1.1%
American New Perspective Mutual fund	Other securities	—	—	$433K	1.1%
Fidelity Advisor Balanced FD Z Mutual fund	Mutual Funds	—	—	$429K	1.0%
BlackRock Impact Mortgage FD A* Mutual fund	Other securities	—	—	$362K	0.9%
Principal Real Estate SEC R6 Mutual fund	Other securities	—	—	$313K	0.8%
Vanguard Value Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$303K	0.7%
MFS Research Intl FD CL A Mutual fund	Mutual Funds	—	—	$206K	0.5%
Vanguard Mid Cap GR Ind FD Adm Mutual fund	Mutual Funds	—	—	$177K	0.4%
Vanguard Inflation Protected Mutual fund	Mutual Funds	—	$171K	$156K	0.4%
American New World Fund Mutual fund	Other securities	—	—	$147K	0.4%
American Funds 2040 Target R6 Mutual fund	Mutual Funds	—	—	$115K	0.3%