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

Aspen Associates Group, LLC's plan reported $211K in assets and 2 participants for 2024.

Original filing (PDF)20250717141422NAL0000221059001

Aspen Associates Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Aspen Associates Group LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Aspen Associates Group, LLC's Aspen Associates Group LLC 401(k) Profit Sharing Plan and Trust held $211K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

People on this filing

Marcus Bowie signed Aspen Associates Group, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Associates Group, LLC's EIN is 26-3851713.

EIN 26-3851713

Plan number 003

Plan year 2024

ACK ID 20250717141422NAL0000221059001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aspen Associates Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASPEN ASSOCIATES 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ASPEN ASSOCIATES GROUP, LLC

EIN

all filings

Address

26 WEST DRY CREEK CIRCLE #500 · LITTLETON, CO · 80120

Phone

(303) 683-7333

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator