Plan Snapshot
- Plan Sponsor: Aspire Allergy & Sinus
- Sponsor EIN: 462952579
- Sponsor Address: 5929 BALCONES DR STE 102, AUSTIN, TX, 787314216
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $12.7M
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 | 322 | $12.7M | $440,773 | $982,290 |
| 2023 | 316 | $10.2M | $406,461 | $860,289 |
| 2022 | 340 | $7.8M | $385,977 | $765,189 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS. 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 | $44,137 | — | $44,137 | — | — |
| 2023 | $36,692 | — | $36,692 | — | — |
| 2022 | $27,414 | — | $27,414 | — | — |