Aspirus, Inc. Frozen 401(a) Plan
Sponsored by Aspirus, Inc. · EIN 391328331 · Plan #007
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 1,923
- With balances
- 2,584
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Metropolitan Life Insurance Co | Investment advisory (plan), Direct payment from the plan | $53,818 |
| Francis Investment Council | Investment advisory (plan), Direct payment from the plan | $25,311 |
| Empower Advisory Group, Llc | Other fees | $15,916 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $5,075 |
| Capfinancial Partners Llc | Other fees | $4,870 |