Original filing (PDF)20251002084047NAL0000152371001

ASPEN FINANCIAL GROUP, LLC

Name: ASPEN FINANCIAL GROUP, LLC — ASPEN FINANCIAL GROUP, LLC PENSION PLAN, Form 5500 (2024)
Creator: ASPEN FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

ASPEN FINANCIAL GROUP, LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$953K

Net assets (EOY)

$953K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPEN FINANCIAL GROUP, LLC.

Plan sponsor

Name

ASPEN FINANCIAL GROUP, LLC

EIN

03-0397955

Address

702 COMMERCIAL ST. · SUITE 3A · EMPORIA, KS · 66801

Phone

(620) 343-7930

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ARCADIA WEALTH GROUP, LLC

ARCADIA WEALTH GROUP, LLC 401(K) PLAN

$953K · 4 participants

CHRIS INSURANCE AGENCY, INC.

MALECKI FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

$950K · 7 participants

GENESIS ADVISORS, LLC

GENESIS ADVISORS, LLC 401(K) PLAN

$950K · 3 participants

MAMORU INVESTMENTS, INC.

MAMORU INVESTMENTS, INC. DEFINED BENEFIT PENSION PLAN

$957K · 2 participants

BUCHANAN CAPITAL, INC.

BUCHANAN CAPITAL, INC. 401(K) P/S PLAN