How big is Aspirean Wealth, LLC's plan?

Aspirean Wealth, LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20251013135632NAL0003145266001

Aspirean Wealth, LLC

Name: Aspirean Wealth, LLC — Aspirean Wealth, LLC 401(k), Form 5500 (2024)
Creator: Aspirean Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspirean Wealth, LLC 401(k) Plan

401(k) retirement plan · Aspirean Wealth, LLC's Aspirean Wealth, LLC 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 003

Plan year 2024

ACK ID 20251013135632NAL0003145266001

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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score