How big is Aspen Financial Group, LLC's plan?

Aspen Financial Group, LLC's plan reported $953K in assets and 1 participants for 2024.

Original filing (PDF)20251002084047NAL0000152371001

Aspen Financial Group, LLC

Name: Aspen Financial Group, LLC — Aspen Financial Group, Form 5500 (2024)
Creator: Aspen Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspen Financial Group, LLC Pension Plan

Defined-benefit pension plan · Aspen Financial Group, LLC's Aspen Financial Group, LLC Pension Plan held $953K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$953K

Net assets (EOY)

$953K

People on this filing

Bryan Whitmore signed Aspen Financial Group, LLC's 2024 Form 5500 as plan administrator.

Bryan Whitmore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aspen Financial Group, LLC's EIN is 03-0397955.

EIN 03-0397955

Plan number 002

Plan year 2024

ACK ID 20251002084047NAL0000152371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aspen Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aspen Financial Group, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASPEN FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score