Plan Snapshot
- Plan Sponsor: Aspiriant LLC
- Sponsor EIN: 261518255
- Sponsor Address: 50 CALIFORNIA STREET, SUITE 2600, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $75.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 231 | $75.4M | $794,502 | $3.3M |
| 2023 | 221 | $63.6M | $802,741 | $3.1M |
| 2022 | 227 | $52.6M | $878,585 | $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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM 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 | $6,739 | $6,214 | — | — | — |
| 2023 | $4,287 | $3,837 | — | — | — |
| 2022 | $2,152 | — | — | — | — |