Aspire Living & Learning, Inc. 403(b) Plan
Sponsored by Aspire Living & Learning, Inc. · EIN 030284103 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 1,080
- With balances
- 852
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $48,107 |
| Lincoln National Corporation | Contract administrator | $31,579 |
| Fiducient Advisors Llc | Investment advisory (plan) | $28,560 |
| Mcsoley Mccoy & Co | Other fees | $9,000 |
| The Pension Service Inc. | Contract administrator | $7,700 |