Aspire Employees' Retirement Plan
Sponsored by Aspire Of Western New York, Inc. · EIN 160757756 · Plan #003
- Total assets
- $38.2M
- Net assets
- $38.2M
- Active participants
- 1,539
- With balances
- 1,913
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 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 |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment management, Legal | $24,996 |
| Bonadio And Co Llp | Accounting, Direct payment from the plan | $18,000 |
| Wellth Advisory Services Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $2,814 |
| Global Retirement Partners Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $2,732 |
| Axa Equitable Life Insurance Co. | Trustee (directed), Investment management, Participant loan processing | $1,553 |