Plan Snapshot
- Plan Sponsor: Aspirus, INC.
- Sponsor EIN: 391328331
- Sponsor Address: 2200 WESTWOOD BLVD, WAUSAU, WI, 54401
- Plan Type: 403(b)
- Total Participants: 10,454
- Total Assets: $893.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 10,454 | $893.4M | $17.5M | $55.4M |
| 2023 | 10,194 | $795.2M | $16.9M | $53.1M |
| 2022 | 10,161 | $668.0M | $17.2M | $52.1M |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $1,088,594 | $989,879 | — | — | — |
| 2023 | $1,400,204 | $88,752 | — | — | — |
| 2022 | $1,520,956 | $1,362,510 | — | — | — |