Back to filter
Original filing (PDF)20250612162621NAL0016873793001
ARISTID MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
ARISTID MANAGEMENT LLC. 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
1
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARISTID MANAGEMENT LLC.
Plan sponsor
Name
ARISTID MANAGEMENT LLC
EIN
99-1488822
Address
2700 WESTOWN PKWY. · SUITE 200 · WEST DES MOINES, IA · 50266
Phone
(309) 781-0595
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2024-12-31
Filed
2025-06-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
L&H INTERNATIONAL ORTHODONTICS
L&H INTERNATIONAL ORTHODONTICS PENSION PLAN AND TRUST
$1.1M · 3 participants
REPUTABLE RECRUITING, LLC
REPUTABLE RECRUITING, LLC 401(K) PLAN
$1.1M · 8 participants
YOSWEIN NEW YORK, INC.
YOSWEIN NEW YORK, INC. CASH BALANCE PLAN
$1.1M · 4 participants
MIKE FELTS INSURANCE AGENCY
MIKE FELTS INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
$1.1M · 1 participants
SUMMIT PENSION CONSULTANTS, LTD.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN
$1.1M · 1 participants
MTECH MOBILITY LLC
MTECH MOBILITY LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 57 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B