Aspirant Holdings, Llc 401(k) Plan
Sponsored by Aspirant Consulting Holdings, Llc · EIN 550822960 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 90
- With balances
- 161
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Anthony Investment Management, Llc CRD 161784 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Anthony Investment Management Llc | Investment advisory (plan) | $23,958 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $4,779 |