Plan Snapshot
- Plan Sponsor: Aspireiq, INC
- Sponsor EIN: 800969289
- Sponsor Address: 701 TILLERY STREET #12 #148, AUSTIN, TX, 78702
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 69 | $3.8M | $0 | $537,370 |
| 2023 | 82 | $3.8M | $185 | $767,854 |
| 2022 | 105 | $2.8M | $247 | $841,463 |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | Recordkeeper | $18,634 | — | $18,634 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,634
- Estimated Expense Ratio: 0.496% 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 | $18,634 | $18,634 | — | — | — |
| 2023 | $13,740 | $13,740 | — | — | — |
| 2022 | $14,623 | $14,623 | — | — | — |