# Aspen Skilled Healthcare, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aspen-skilled-healthcare-inc-401k-plan

> Aspen Skilled Healthcare, INC.'s 401(k) plan: 4,389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK INSURANCE COMPANY|RECORD KEEPER|$11,087|—|$11,087|

| WRIGHT FORD YOUNG & CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORD KEEPER

- [WRIGHT FORD YOUNG & CO](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,087

- **Estimated Expense Ratio:** 0.032% 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|$265,410|$121,678|$120,907|—|—|

| 2023|$207,697|$98,658|$89,849|—|—|

| 2022|$142,252|—|$142,252|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aspen-skilled-healthcare-inc-401k-plan)

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