Plan Snapshot
- Plan Sponsor: Aspiranet
- Sponsor EIN: 942442955
- Sponsor Address: 400 OYSTER POINT BLVD SUITE 501, SOUTH SAN FRANCISCO, CA, 940807600
- Plan Type: 403(b)
- Total Participants: 828
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 828 | $18.0M | $934,898 | $1.4M |
| 2023 | 827 | $14.8M | $873,224 | $1.3M |
| 2022 | 834 | $11.4M | $794,968 | $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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $2,031 | — | — | — | — |
| 2023 | $25,338 | — | $25,338 | — | — |
| 2022 | $60,907 | $31,764 | $29,143 | — | — |