Plan Snapshot
- Plan Sponsor: Aspirant Consulting Holdings, LLC
- Sponsor EIN: 550822960
- Sponsor Address: 1 ALLEGHENY SQUARE, PITTSBURGH, PA, 15212
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 90 | $14.0M | $321,864 | $1.2M |
| 2023 | 169 | $13.1M | $378,767 | $1.4M |
| 2022 | 194 | $10.8M | $447,902 | $1.4M |
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 |
|---|---|---|---|---|
| CASE SABATINI CO | Auditor | — | — | $0 |
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 | $28,737 | $23,958 | — | — | — |
| 2023 | $30,295 | $23,349 | — | — | — |
| 2022 | $38,001 | — | $38,001 | — | — |