How big is Aspen Portfolio LLC's plan?

Aspen Portfolio LLC's plan reported $10K in assets and 15 participants for 2025.

Original filing (PDF)20260504221111NAL0000577458031

Aspen Portfolio LLC

Name: Aspen Portfolio LLC — Aspen Portfolio 401(k) Plan, Form 5500 (2025)
Creator: Aspen Portfolio LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspen Portfolio 401(k) Plan

401(k) retirement plan · Aspen Portfolio LLC's Aspen Portfolio 401(k) Plan held $10K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

Plan identifiers

Aspen Portfolio LLC's EIN is 33-3696243.

EIN 33-3696243

Plan number 001

Plan year 2025

ACK ID 20260504221111NAL0000577458031

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Aspen Portfolio LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Aspen Portfolio 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 PORTFOLIO LLC.

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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