How big is Aspen Data Advisors' plan?

Aspen Data Advisors' plan reported $370K in assets and 4 participants for 2024.

Original filing (PDF)20251010110815NAL0008011009001

Aspen Data Advisors

Name: Aspen Data Advisors — Aspen Data Advisors 401(k), Form 5500 (2024)
Creator: Aspen Data Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspen Data Advisors 401(k) Plan

Defined-contribution retirement plan · Aspen Data Advisors' Aspen Data Advisors 401(k) Plan held $370K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

People on this filing

Richard Tatum signed Aspen Data Advisors' 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Data Advisors' EIN is 35-2644243.

EIN 35-2644243

Plan number 001

Plan year 2024

ACK ID 20251010110815NAL0008011009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aspen Data Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aspen Data Advisors' plan includes ERISA 404(c) participant direction, 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 DATA ADVISORS.

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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