About Aspire Financial Services
<p>Retirement plan recordkeeping is Aspire Financial Services’ main line of work, with a focus on K–12 retirement programs such as 403(b), 457, and IRA plans. Aspire Financial Services is a division of PCS Retirement.</p> <p>Founded in 2001, the firm has 128 employees and was acquired by PCS Retirement in 2019. Aspire is headquartered in Tampa in the Tampa Bay metro, with an additional office in Beaverton in the Portland metro area, supporting schools, employers, advisors, and individual savers across multiple regions.</p> <p>The recordkeeping platform is built around conflict-free plan administration with clear reporting and tools that fit fiduciary processes. For organizations comparing <a href="/retirement-plans">retirement plan providers</a>, Aspire’s differentiator is its concentration in K–12 plan types and a recordkeeping model designed to reduce conflicts in vendor and investment arrangements.</p> <p>As of 2026, the combined organization reports 28,000 clients and $31.0B in assets under administration.</p> <ul> <li>Recordkeeping for K–12 retirement plans</li> <li>403(b) plan support</li> <li>457 plan support</li> <li>IRA program support</li> <li>Conflict-free, fiduciary-friendly recordkeeping platform</li> </ul>
Website: https://www.pcsretirement.com/aspire
Founded: 2001
Employees: 128
Office Locations
- Tampa, FL (Headquarters)
- Beaverton, OR
Accreditations & Certifications
- CEFEX Certified
- ASPPA
Services Offered
- Recordkeeping
Client Statistics (2026)
- Total Clients: 28,000
- Total AUM: $31.0B
- Total Participants: 850,000
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TYSON FOODS, INC. RETIREMENT SAVINGS PLAN | TYSON FOODS, INC., AR | $3.7B | 118,435 |
| GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC., WI | $2.9B | 9,660 |
| LYONDELLBASELL SAVINGS PLAN | LYONDELL CHEMICAL COMPANY, TX | $2.7B | 7,839 |
| GENUINE PARTS COMPANY 401(K) SAVINGS PLAN | GENUINE PARTS COMPANY, GA | $2.5B | 31,464 |
| THE MGM RESORTS 401(K) SAVINGS PLAN | MGM RESORTS INTERNATIONAL, NV | $2.2B | 37,717 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $2.0B | 3,705 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CT | $1.8B | 11,166 |
| 401(k) Retirement Plan | Professional Services Sponsor, MN | $1.8B | 5,912 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $1.7B | 6,547 |
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