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Original filing (PDF)20251020081050NAL0000335793001
ASPIRE PHARMACEUTICALS INC.
Form 5500
FILING_RECEIVED
ASPIRE PHARMACEUTICALS INC. 401(K) PLAN
401(k) retirement plan
Active participants
138
Accounts w/ balance
108
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPIRE PHARMACEUTICALS INC..
Plan sponsor
Name
ASPIRE PHARMACEUTICALS INC.
EIN
26-4768954
Address
41 VERONICA AVE · SOMERSET, NJ · 08873
Phone
(732) 447-1444
Industry
Professional & Technical Servicessee 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
2025-10-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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)
Auditor
RAM ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
37 direct securities · 1 pooled fund· $4.8M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$4.3M
36 holdings
OTHER
$491K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $854K | 17.3% | |
| AMER FUNDS NEW PERSP R6 880 REGISTERED INVESTMENT COMPANY FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $550K | 11.1% | |
| INVESTMENTS LINCOLN STABLE VAL SEP ACCT V2 | OTHER | — | — | $491K | 9.9% | |
| COLUMBIA EMERGING MKTS - I3 184 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $430K | 8.7% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $343K | 6.9% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $290K | 5.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $268K | 5.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $187K | 3.8% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $161K | 3.2% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $147K | 3.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $113K | 2.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $108K | 2.2% | |
| JANUS H OVERSEAS FUND N | Registered Investment Companies | — | — | $88K | 1.8% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $87K | 1.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $80K | 1.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $78K | 1.6% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $74K | 1.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $71K | 1.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $64K | 1.3% | |
| DFA ENHANCED US LARGE CO INST | Registered Investment Companies | — | — | $37K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $31K | 0.6% | |
| MFS NEW DISCOVERY FUND R6 | Registered Investment Companies | — | — | $30K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $28K | 0.6% | |
| AMERFUNDS SMALLCAP WORLD R6 587 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $27K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $27K | 0.5% | |
| VAN ST INVESTMENT GR BD - INV | Registered Investment Companies | — | — | $21K | 0.4% | |
| FRANKLIN HIGH INCOME FUND R6 | Registered Investment Companies | — | — | $14K | 0.3% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $10K | 0.2% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $8K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $8K | 0.2% | |
| AB GOV MONEY MKT I | Registered Investment Companies | — | — | $7K | 0.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $7K | 0.1% | |
| WESTERN ASSET CORE PLUS BOND I | Registered Investment Companies | — | — | $4K | <0.1% | |
| LDA MULTI ASSET INCOME R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| JANUS HEN DEV WRLD BD N | Registered Investment Companies | — | — | $2K | <0.1% | |
| POOLED SEPARATE ACCOUNT 65 EQUITABLE ACCOUNT 65 · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $0 | <0.1% |
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