# Aspire Allergy & Sinus 401(k) Plan
Source: https://planprovider.pro/companies/aspire-allergy-sinus-401k-plan

> Aspire Allergy & Sinus's 401(k) plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EQUITABLE|RECORD-KEEPER|$50,202|$44,027|$94,229|

| FORVIS MAZARS. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EQUITABLE](https://planprovider.pro/provider/equitable) — RECORD-KEEPER

- [FORVIS MAZARS. LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $94,229

- **Estimated Expense Ratio:** 0.741% 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|$44,137|—|$44,137|—|—|

| 2023|$36,692|—|$36,692|—|—|

| 2022|$27,414|—|$27,414|—|—|

## Similar Plans

- [South Texas Oncology & Hematology, PLLC](https://planprovider.pro/companies/south-texas-oncology-hematology-pllc-401k-plan) — 324 participants

- [Texas Oncology, P.A.](https://planprovider.pro/companies/texas-oncology-p-a-plan) — 318 participants

- [Family Healthcare Associates](https://planprovider.pro/companies/family-healthcare-associates-401k-plan) — 326 participants

- [Cardiovascular Provider Resources](https://planprovider.pro/companies/cardiovascular-provider-resources-401k-plan-001) — 328 participants

- [Westlake Dermatology, PA](https://planprovider.pro/companies/westlake-dermatology-pa-401k-plan) — 316 participants

- [People'S Community Clinic](https://planprovider.pro/companies/peoples-community-clinic-401k-plan) — 343 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aspire-allergy-sinus-401k-plan)

© 2026 PlanProvider.Pro