· 2022–2024 · DOL EFAST2

ASPEN MEDICAL USA INC — ASPEN MEDICAL USA INC 401 (K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20260204110828NAL0007515586001

ASPEN MEDICAL USA INC

Form 5500

FILING_RECEIVED

ASPEN MEDICAL USA INC 401 (K) PLAN AND TRUST

401(k) retirement plan

Signals · 4

1 failed disclosureLate filing · 2.6 moNo ERISA fidelity bondHigh average account balance

Active participants

78

Accounts w/ balance

22

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Compliance & integrity

65

Total plan cost

91

Plan health

68

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Filed 2.6 months past the 10.5-month grace window.
No ERISA fidelity bond reported.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Below-peer total plan cost (88th percentile).
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ASPEN MEDICAL USA INC

EIN

26-3386234

Address

1100 15TH ST NW · WASHINGTON, DC · 20005

Phone

(210) 561-5777

Industry

Outpatient Care Centers· Health Care & Social Assistancesee 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

2026-02-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
VOYA RETIREMENT INSURANCE & ANNUITY	—

Investments

1 pooled fund· $828K(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$828K	100.0%

1–1 of 1

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