Plan Snapshot
- Plan Sponsor: Aspire Health Partners
- Sponsor EIN: 592301233
- Sponsor Address: 5151 ADANSON STREET, ORLANDO, FL, 32804
- Plan Type: DC
- Total Participants: 1,144
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,144 | $27.0M | $701,466 | $1.9M |
| 2023 | 1,151 | $26.2M | $674,192 | $1.9M |
| 2022 | 1,100 | $25.1M | $628,088 | $1.9M |
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 |
|---|---|---|---|---|
| WITHUM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM — 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 | $79,448 | — | $79,448 | — | — |
| 2023 | $73,289 | — | $73,289 | — | — |
| 2022 | $88,985 | — | $88,985 | — | — |