· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASPIRE WEALTH PARTNERS, INC. — ASPIRE WEALTH PARTNERS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717131717NAL0000154739001
ASPIRE WEALTH PARTNERS, INC.
Form 5500-SF
FILING_RECEIVED
ASPIRE WEALTH PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
12
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASPIRE WEALTH PARTNERS, INC.
.
Find decision makers
Plan sponsor
Name
ASPIRE WEALTH PARTNERS, INC.
EIN
20-4116292
Address
1647 N SWAN ROAD · TUCSON, AZ · 85712
Phone
(520) 881-1149
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
SUMMIT FINANCIAL 401(K) PLAN
$3.6M · 20 participants
BUTLER FINANCIAL, LTD.
BUTLER FINANCIAL, LTD. 401(K) PROFIT SHARING PLAN
$3.6M · 4 participants
SKOTYNSKY FINANCIAL GROUP, LLC
SKOTYNSKY FINANCIAL GROUP, LLC 401(K) PLAN
$3.6M · 9 participants
PETTYJOHN, WOOD & WHITE, INC.
PETTYJOHN WOOD & WHITE INC PROFIT SHARING PLAN
$3.6M · 7 participants
CERTUITY, LLC
CERTUITY,SAFE HARBOR 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.6M · 5 participants
SUMMIT INVESTMENT ADVISORS, LLC
SUMMIT INVESTMENT ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN
$3.6M · 10 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
