· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASPEN MEDICAL CARE, P.C. — ASPEN MEDICAL CARE 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250610155828NAL0025859728001
ASPEN MEDICAL CARE, P.C.
Form 5500-SF
FILING_RECEIVED
ASPEN MEDICAL CARE 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
23
Accounts w/ balance
26
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASPEN MEDICAL CARE, P.C.
.
Find decision makers
Plan sponsor
Name
ASPEN MEDICAL CARE, P.C.
EIN
84-1408162
Address
101 FOUNDERS PL STE 109 · ASPEN, CO · 81611
Phone
(970) 920-0104
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-10
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
STARK MEDICAL SPECIALTIES, INC.
STARK MEDICAL SPECIALTIES, INC. PROFIT SHARING PLAN
$4.1M · 16 participants
NEPHROLOGY ASSOCIATES OF DELAWARE COUNTY PC
NEPHROLOGY ASSOCIATES OF DELAWARE COUNTY RETIREMENT PLAN
$4.1M · 4 participants
GOLDEN ORTHOPAEDIC KNEE & SPORTS MEDICAL CENTER, INC.
GOLDEN ORTHOPAEDIC PROFIT SHARING PLAN
$4.1M · 22 participants
HORIZON HEMATOLOGY ONCOLOGY, PC
HORIZON HEMATOLOGY ONCOLOGY, PC 401(K) PROFIT SHARING PLAN
$4.1M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHRISTOPHER MALONEY JR MD PC DBA MALONEY PLASTIC SURGERY
MALONEY PLASTIC SURGERY RETIREMENT AND PROFIT SHARING PLAN
$4.1M · 6 participants
THE FAMILY PRACTICE & ORTHOPEDIC CARE CENTER, PC
THE FAMILY PRACTICE & ORTHOPEDIC CARE CENTER, PC 401(K) PLAN
$4.1M · 28 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
