How big is Aspen Research Group, Ltd.'s plan?

Aspen Research Group, Ltd.'s plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20251007154613NAL0008468400001

Aspen Research Group, Ltd.

Name: Aspen Research Group, Ltd. — Aspen Research Group, Form 5500 (2024)
Creator: Aspen Research Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspen Research Group, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Aspen Research Group, Ltd.'s Aspen Research Group, Ltd. 401(k) Profit Sharing Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Aspen Research Group, Ltd.'s EIN is 84-1009665.

EIN 84-1009665

Plan number 001

Plan year 2024

ACK ID 20251007154613NAL0008468400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aspen Research Group, Ltd.'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 RESEARCH GROUP, LTD.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ASPEN RESEARCH GROUP, LTD

EIN

all filings

Address

185 S. HOLLAND STREET · LAKEWOOD, CO · 80226

Phone

(970) 928-2104

Industry

Professional & Technical Services

Plan administrator