How big is Aspen Private Advisors, LLC's plan?

Aspen Private Advisors, LLC's plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250609162034NAL0023818672001

Aspen Private Advisors, LLC

Name: Aspen Private Advisors, LLC — Aspen Private Advisors, Form 5500 (2024)
Creator: Aspen Private Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspen Private Advisors 401(k) Plan

401(k) retirement plan · Aspen Private Advisors, LLC's Aspen Private Advisors 401(k) Plan held $2.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Jeremy Sorenson signed Aspen Private Advisors, LLC's 2024 Form 5500 as plan administrator.

Jeremy Sorenson — 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

Aspen Private Advisors, LLC's EIN is 47-3822300.

EIN 47-3822300

Plan number 001

Plan year 2024

ACK ID 20250609162034NAL0023818672001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aspen Private Advisors, 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 ASPEN PRIVATE ADVISORS, 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