How big is Aspen Asset Group, LLC's plan?

Aspen Asset Group, LLC's plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20250723083610NAL0009650738001

Aspen Asset Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Aspen Asset Group 401(k) Plan

401(k) retirement plan · Aspen Asset Group, LLC's Aspen Asset Group 401(k) Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

LISA Bennett signed Aspen Asset Group, LLC's 2024 Form 5500 as plan administrator.

LISA Bennett — 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 Asset Group, LLC's EIN is 56-1990539.

EIN 56-1990539

Plan number 001

Plan year 2024

ACK ID 20250723083610NAL0009650738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aspen Asset Group, 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 ASSET GROUP, 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

Knocking points off