# Aspire Rural Health System 401(k) Plan
Source: https://planprovider.pro/companies/aspire-rural-health-system-401k-plan

> Aspire Rural Health System's 401(k) plan: 1,153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aspire Rural Health System

- **Sponsor EIN:** 465444203

- **Sponsor Address:** 4675 HILL STREET, CASS CITY, MI, 48726

- **Plan Type:** 401(k)

- **Total Participants:** 1,153

- **Total Assets:** $45.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,153|$45.9M|$2.0M|$3.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$90,248|—|$90,248|

| CAPITAL ASSET ADVISORY SERVICES, LL|INVESTMENT ADVISOR|$26,899|—|$26,899|

| NIETZKE & FAUPEL PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,147

- **Estimated Expense Ratio:** 0.255% 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|$78,064|$27,641|—|—|—|

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