Plan Snapshot
- Plan Sponsor: Aspen Medical Usa INC
- Sponsor EIN: 263386234
- Sponsor Address: 1100 15TH ST NW, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $827,730
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 78 | $827,730 | $55,157 | $193,343 |
| 2023 | 19 | $485,548 | $40,682 | $98,036 |
| 2022 | 24 | $209,148 | $55,171 | $123,413 |
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 |
|---|---|---|---|---|
| CODY RAVALLI CPA P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $682 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $2,302 | — | $2,302 | — | — |