Original filing (PDF)20251015160045NAL0002713875001

ASPEN MANAGEMENT LLC

Name: ASPEN MANAGEMENT LLC — ASPEN MANAGEMENT LLC NORTHWEST REGION 401(K) PLAN, Form 5500 (2024)
Creator: ASPEN MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

ASPEN MANAGEMENT LLC NORTHWEST REGION 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ASPEN MANAGEMENT LLC

EIN

20-2011794all filings

Address

1310 26TH AVE NW · GIG HARBOR, WA · 98335

Phone

(253) 313-0595

Industry

Real Estatesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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