Plan Snapshot
- Plan Sponsor: Aspen Skilled Healthcare, INC.
- Sponsor EIN: 800438787
- Sponsor Address: 28202 CABOT ROAD, LAGUNA NIGUEL, CA, 92677
- Plan Type: 401(k)
- Total Participants: 4,389
- Total Assets: $35.1M
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 | 4,389 | $35.1M | $342,501 | $5.4M |
| 2023 | 4,115 | $28.4M | $300,529 | $4.7M |
| 2022 | 3,465 | $20.5M | $270,200 | $4.2M |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO — 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 | $265,410 | $121,678 | $120,907 | — | — |
| 2023 | $207,697 | $98,658 | $89,849 | — | — |
| 2022 | $142,252 | — | $142,252 | — | — |