How big is Aspen Capital Management LLC's plan?

Aspen Capital Management LLC's plan reported $9.0M in assets and 11 participants for 2024.

Original filing (PDF)20251009154522NAL0011287088001

Aspen Capital Management LLC

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

Form 5500-SF

FILING_RECEIVED

Aspen Capital Management LLC 401(k) Plan

401(k) retirement plan · Aspen Capital Management LLC's Aspen Capital Management LLC 401(k) Plan held $9.0M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

People on this filing

Richard Tatum signed Aspen Capital Management LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Capital Management LLC's EIN is 84-1612641.

EIN 84-1612641

Plan number 005

Plan year 2024

ACK ID 20251009154522NAL0011287088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aspen Capital Management 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 CAPITAL MANAGEMENT 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