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Sponsor portfolio

AARON INVESTMENTS, INC.

EIN 58-2029252-Latest filing 2025
Plans
3
Retirement
2
$9.2M assets
Welfare
1
$208K premiums
Participants
454
100 ROBIN ROAD - ACWORTH, GA 30102678-255-1000
Plans on this EIN
3 filings
#001401k-$8.0M - 149 part#002ESOP-$1.3M - 137 part#501Fully Insured-$208K - 337 lives

Retirement portfolio analytics

2 plans aggregated / $9.2M assets / 286 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • WOODSTOCK OUTLET 401(K) (#001)86%
  • EMPLOYEE STOCK OWNERSHIP (#002)14%
Total $9.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WOODSTOCK OUTLET 401(K) (#001)149
  • EMPLOYEE STOCK OWNERSHIP (#002)137
Total 286Click row to drill in

Benefits portfolio analytics

1 plan / $208K premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$208K
  • Vision$208K
  • Life$208K
  • Short-term disability$208K
  • Long-term disability$208K
  • Other$208K
Total $208K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $208K1 slice

Broker market share

Schedule A broker compensation

Split broker
80%top
  • IMA, INC.80%
  • WWW INSURANCE, LLC20%
Total $33K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AARON INVESTMENTS INC. D/B/A WOODSTOCK OUTLET 401(K) PLAN

401k

Assets$8.0M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AARON INVESTMENTS INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.3M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AARON INVESTMENTS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$208K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AARON INVESTMENTS INC. D/B/A WOODSTOCK OUTLET 401(K) PLAN401k$8.0M1492024
002AARON INVESTMENTS INC EMPLOYEE STOCK OWNERSHIP PLANESOP$1.3M1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AARON INVESTMENTS, INC. EMPLOYEE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$208K3372025
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