Original filing (PDF)20251013135632NAL0003145266001

ASPIREAN WEALTH, LLC

Name: ASPIREAN WEALTH, LLC — ASPIREAN WEALTH, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ASPIREAN WEALTH, LLC

Form 5500-SF

FILING_RECEIVED

ASPIREAN WEALTH, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPIREAN WEALTH, LLC.

Plan sponsor

Name

ASPIREAN WEALTH, LLC

EIN

47-1813300

Address

160 RAIL ROAD · CHESTERTON, IN · 46304

Phone

(844) 687-5342

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CTL FINANCIAL LLC

CTL FINANCIAL 401(K) PLAN

$1.1M · 2 participants

TARNIK INC., DBA PDA

TARNIK INC., DBA PDA 401(K) PLAN

$1.1M · 24 participants

LEE & ASSOCIATES, INC.

LEE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 2 participants

SAGE WEALTH ADVISORY, LLC

$1.1M · 2 participants

THIRTYNORTH INVESTMENTS, LLC

THIRTYNORTH INVESTMENTS, LLC 401(K) PLAN

$1.1M · 6 participants