Plan Snapshot
- Plan Sponsor: Aspirus, INC.
- Sponsor EIN: 391328331
- Sponsor Address: 2200 WESTWOOD BLVD, WAUSAU, WI, 54401
- Plan Type: DC
- Total Participants: 1,923
- Total Assets: $132.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,923 | $132.5M | $0 | $0 |
| 2023 | 2,145 | $135.4M | $0 | $0 |
| 2022 | 2,354 | $132.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE CO | Other Service Provider | $53,818 | — | $53,818 |
| FRANCIS INVESTMENT COUNCIL | Investment Advisor | $25,311 | — | $25,311 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $15,916 | — | $15,916 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $5,075 | — | $5,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANCIS INVESTMENT COUNCIL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,120
- Estimated Expense Ratio: 0.076% 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 | $104,989 | $9,945 | — | — | — |
| 2023 | $127,009 | $114,000 | — | — | — |
| 2022 | $148,290 | $139,205 | — | — | — |