Alicia Scheunemann signed Aspirus, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aspirus, Inc.'s EIN is 39-1328331.
Download the official 2024 Form 5500 (PDF) for Aspirus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aspirus, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $815K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE CO | 13-5581829 | — | NONE | $257K | — |
| FRANCIS INVESTMENT COUNCIL, LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 90-0142264 |
| — |
| NONE |
| $14K |
| — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index | Common Collective Trusts | — | — | $132.6M | 14.8% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $82.5M | 9.2% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $74.8M | 8.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $71.7M | 8.0% | |
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $64.7M | 7.2% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $60.4M | 6.8% | |
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $58.9M | 6.6% | |
| Fidelity Freedom Index 2025 Instl Prem | Mutual Funds | — | — | $49.8M | 5.6% | |
| Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $40.5M | 4.5% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $36.6M | 4.1% | |
| American Funds Europacific Gr R6 | Mutual Funds | — | — | $35.5M | 4.0% | |
| Metlife Stable Value Contract | Stable Value | — | — | $35.2M | 3.9% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $32.9M | 3.7% | |
| Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $31.1M | 3.5% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $15.5M | 1.7% | |
| Fidelity Freedom Index 2020 Instl Prem | Mutual Funds | — | — | $11.7M | 1.3% | |
| Fidelity International Index | Mutual Funds | — | — | $11.4M | 1.3% | |
| Fidelity Freedom Index 2065 Instl Prem | Mutual Funds | — | — | $7.9M | 0.9% | |
| Participant Loans | Participant loans | — | — | $6.5M | 0.7% | |
| Pimco Global Bond Opps (Usd-Hedged) Inst | Mutual Funds | — | — | $6.4M | 0.7% | |
| Fidelity Freedom Index Inc Instl Prem | Mutual Funds | — | — | $6.0M | 0.7% | |
| VOYA VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.2M | 0.4% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.8M | 0.3% | |
| Voya Fixed Account | Other securities | — | — | $2.5M | 0.3% | |
| Fixed Account | Other securities | — | — | $2.3M | 0.3% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $2.2M | 0.2% | |
| Voya Growth and Income Portfolio - Class I | Other securities | — | — | $2.1M | 0.2% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $2.0M | 0.2% | |
| Fidelity Freedom Index 2015 Instl Prem | Mutual Funds | — | — | $1.8M | 0.2% | |
| Fidelity Freedom Index 2010 Instl Prem | Mutual Funds | — | — | $1.5M | 0.2% | |
| Principal Smallcap Value II R6 | Other securities | — | — | $898K | 0.1% | |
| MFS Value R6 | Mutual Funds | — | — | $585K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $439K | <0.1% | |
| Voya Balanced Income Port Ins | Other securities | — | — | $178K | <0.1% | |
| Voya Intermediate Bond Portfolio - Class I | Other securities | — | — | $152K | <0.1% | |
| LVIP Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $131K | <0.1% | |
| MFS Utilities | Mutual Funds | — | — | $119K | <0.1% | |
| VY Oppenheimer Global Portfolio - Initial Class | Mutual Funds | — | — | $72K | <0.1% | |
| Fidelity® VIP Contrafund® Portfolio - Initial Clas | Mutual Funds | — | — | $71K | <0.1% | |
| Voya Russell LCp Gr Ind Prt I | Other securities | — | — | $70K | <0.1% | |
| VY TRowePrice Growth Equity Portfolio - Initia | Other securities | — | — | $70K | <0.1% | |
| VY TRowePrice Capital Appreciation Port - Serv | Other securities | — | — | $70K | <0.1% | |
| Voya Large Cap Growth Port Inst | Other securities | — | — | $68K | <0.1% | |
| VY TRowePrice Diversified Mid Cap Growth Port | Other securities | — | — | $66K | <0.1% | |
| American Funds Growth Fund R4 | Mutual Funds | — | — | $54K | <0.1% | |
| Fidelity International Small Cap | Mutual Funds | — | — | $51K | <0.1% | |
| LVIP Blended Large Cap Growth MNGD VOLTLTY | Other securities | — | — | $45K | <0.1% | |
| Voya Fixed Plus Account | Other securities | — | — | $45K | <0.1% | |
| Voya Solution 2035 Portfolio - Service Class | Other securities | — | — | $37K | <0.1% | |
| LVIP T. Rowe Price Structured Mid-Cap | Other securities | — | — | $30K | <0.1% |
