Madison Storms signed Aspire General Insurance Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aspire General Insurance Services LLC's EIN is 45-4697629.
Download the official 2024 Form 5500 (PDF) for Aspire General Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aspire General Insurance Services LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $26K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2045 IPR Mutual fund | Mutual Funds | — | — | $1.2M | 18.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $494K | 7.8% | |
| FIDELITY 500 INDEX Mutual fund | Common Collective Trusts | — | — | $467K | 7.3% | |
| FIDELITY FREEDOM INDEX 2055 IPR Mutual fund | Mutual Funds | — | — | $406K | 6.4% | |
| FIDELITY FREEDOM INDEX 2040 IPR Mutual fund | Mutual Funds | — | — | $395K | 6.2% | |
| FIDELITY FREEDOM INDEX 2060 IPR Mutual fund | Mutual Funds | — | — | $359K | 5.6% | |
| FIDELITY FREEDOM INDEX 2050 IPR Mutual fund | Mutual Funds | — | — | $322K | 5.1% | |
| PUTNAM LARGE CAP VALUE R1 Collective trust | Common Collective Trusts | — | — | $307K | 4.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $307K | 4.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $288K | 4.5% | |
| FIDELITY FREEDOM INDEX 2030 IPR Mutual fund | Mutual Funds | — | — | $240K | 3.8% | |
| FIDELITY FREEDOM INDEX 2035 IPR Mutual fund | Mutual Funds | — | — | $214K | 3.4% | |
| FIDELITY SMALL CAP INDEX Mutual fund | Mutual Funds | — | — | $200K | 3.1% | |
| Particpant loans maturities through October 2029 - | Other securities | — | — | $196K | 3.1% | |
| FIDELITY US BOND INDEX Mutual fund | Mutual Funds | — | — | $173K | 2.7% | |
| FIDELITY INTERNATIONAL INDEX Mutual fund | Mutual Funds | — | — | $157K | 2.5% | |
| FIDELITY FREEDOM INDEX 2025 IPR Mutual fund | Mutual Funds | — | — | $146K | 2.3% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $142K | 2.2% | |
| FIDELITY GOVT MONEY MARKET K6 Money market mutual fund ** 985 PRINCIPAL SMALL CAP GROWTH I R6 Mutual fund | Mutual Funds | — | — | $114K | 1.8% | |
| FIDELITY FREEDOM INDEX 2020 IPR Mutual fund | Mutual Funds | — | — | $97K | 1.5% | |
| FIDELITY MID CAP INDEX Mutual fund | Mutual Funds | — | — | $92K | 1.4% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $90K | 1.4% | |
| FIDELITY FREEDOM INDEX INCOME FUND Mutual fund | Mutual Funds | — | — | $78K | 1.2% | |
| DODGE & COX INCOME X Mutual fund | Mutual Funds | — | — | $62K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual fund | Mutual Funds | — | — | $55K | 0.9% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $52K | 0.8% | |
| FIDELITY FREEDOM INDEX 2065 IPR Mutual fund | Mutual Funds | — | — | $14K | 0.2% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| PIF SMCP GRTH I R6 Collective trust | Common Collective Trusts | — | — | $3K | <0.1% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| PIMCO INCOME INST Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| BLACKROCK INFLATION PROTECTED BOND FUND K Mutual fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
