# Aspen Medical Products, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aspen-medical-products-inc-401k-plan

> Aspen Medical Products, INC.'s 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aspen Medical Products, INC.

- **Sponsor EIN:** 330586598

- **Sponsor Address:** 6481 OAK CANYON, IRVINE, CA, 926185202

- **Plan Type:** 401(k)

- **Total Participants:** 136

- **Total Assets:** $22.4M

## 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|136|$22.4M|$687,867|$1.5M|

| 2023|127|$18.6M|$635,634|$1.4M|

| 2022|124|$15.6M|$587,867|$1.2M|

## 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|

| RPA FINANCIAL, LLC|INVESTMENT ADVISORY|$74,807|$3|$74,810|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$36,432|—|$36,432|

| WINDES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WINDES, INC.](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $111,242

- **Estimated Expense Ratio:** 0.496% 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|$111,239|$74,807|$36,432|—|—|

| 2023|$88,820|$59,946|$28,874|—|—|

| 2022|$79,219|$51,513|$27,706|—|—|

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