How big is Aspirean Wealth, LLC's plan?

Aspirean Wealth, LLC's plan reported $360K in assets and 4 participants for 2024.

Original filing (PDF)20251015105306NAL0009189618001

Aspirean Wealth, LLC

Name: Aspirean Wealth, LLC — Aspirean Wealth Cash Balance, Form 5500 (2024)
Creator: Aspirean Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspirean Wealth Cash Balance Plan

Defined-benefit pension plan · Aspirean Wealth, LLC's Aspirean Wealth Cash Balance Plan held $360K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

People on this filing

Christopher Winkler signed Aspirean Wealth, LLC's 2024 Form 5500 as plan administrator.

Christopher Winkler — 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

Aspirean Wealth, LLC's EIN is 47-1813300.

EIN 47-1813300

Plan number 002

Plan year 2024

ACK ID 20251015105306NAL0009189618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aspirean Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aspirean Wealth, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASPIREAN WEALTH, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score