Plan Snapshot
- Plan Sponsor: Aspen Products, INC.
- Sponsor EIN: 480874966
- Sponsor Address: 4231 CLARY BLVD, KANSAS CITY, MO, 641302328
- Plan Type: 401(k)
- Total Participants: 557
- Total Assets: $21.4M
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 | 557 | $21.4M | $610,563 | $897,340 |
| 2023 | 492 | $17.8M | $548,311 | $794,093 |
| 2022 | 504 | $14.4M | $535,207 | $767,613 |
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 |
|---|---|---|---|---|
| PICKETT CHANEY & MCMULLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT CHANEY & MCMULLEN, LLP — Auditor
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 | $171,056 | $69,546 | $3,950 | — | — |
| 2023 | $138,133 | $56,010 | $3,524 | — | — |
| 2022 | $131,188 | $52,571 | $73,867 | — | $4,750 |