Plan Snapshot
- Plan Sponsor: Aspen Hr Peo LLC
- Sponsor EIN: 853188438
- Sponsor Address: 26133 US HIGHWAY 19, CLEARWATER, FL, 33763
- Plan Type: 401(k)
- Total Participants: 3,340
- Total Assets: $148.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,340 | $148.6M | $9.3M | $24.9M |
| 2023 | 2,043 | $55.2M | $5.4M | $13.4M |
| 2022 | 1,091 | $18.1M | $2.3M | $5.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JASON F. CLAUSEN, P.C. | Auditor | $56,078 | — | $56,078 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,078
- Estimated Expense Ratio: 0.038% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $763,443 | $145,030 | $562,335 | $56,078 | — |
| 2023 | $250,405 | $40,415 | $203,990 | $6,000 | — |
| 2022 | $63,445 | $9,661 | $53,784 | — | — |