Aspen Hr Peo Llc Retirement Savings Plan
Sponsored by Aspen Hr Peo Llc · EIN 853188438 · Plan #001
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 3,340
- With balances
- 3,769
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 |
|---|---|---|
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 99% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $454,250 |
| Slavic Mutual Fund Management Corp | Investment management, Investment management fees (direct) | $117,268 |
| Aspen Hr Peo Llc | Plan administrator | $60,747 |
| Uhy Llp | Accounting | $56,078 |
| Retirement Administration, Inc. | Plan administrator | $47,338 |
| Global Retirement Partners | Investment advisory (participants), Direct payment from the plan | $27,762 |