Aspen Products, Inc. 401(k) Plan
Sponsored by Aspen Products, Inc. · EIN 480874966 · Plan #002 · Kansas City, MO
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 557
- With balances
- 520
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 |
|---|---|---|
| Summit Investment Advisors Inc CRD 316321 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Summit Investment Advisors Inc | Investment advisory (participants) | $69,546 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $0 |