How big is Aesop Intermediate, LLC's plan?

Aesop Intermediate, LLC's plan reported $6.7M in assets and 640 participants for 2024.

Original filing (PDF)20251009144420NAL0011681616015

Aesop Intermediate, LLC

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

Form 5500

FILING_RECEIVED

Aesop Intermediate, LLC 401(k) Plan

401(k) retirement plan · Aesop Intermediate, LLC's Aesop Intermediate, LLC 401(k) Plan held $6.7M in plan assets for 640 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

640

Accounts w/ balance

363

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Aimee Studna signed Aesop Intermediate, LLC's 2024 Form 5500 as plan administrator.

Aimee Studna — 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

Aesop Intermediate, LLC's EIN is 86-2121661.

EIN 86-2121661

Plan number 001

Plan year 2024

ACK ID 20251009144420NAL0011681616015

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aesop Intermediate, 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 AESOP INTERMEDIATE, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

AESOP INTERMEDIATE, LLC

EIN

all filings

Address

4200 GARDNER AVENUE · KANSAS CITY, MO · 64120

Phone

(816) 242-0118

Industry

Professional & Technical Services

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	—	HOUSTON, TX	CONTRACT ADMIN	$5K	—

Investments

30 direct securities · 1 pooled fund· $13.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$6.5M

1 holding

Pooled Separate Accounts

$6.5M

29 holdings

Other securities

$241K

1 holding

					% of plan
SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$6.5M	96.4%
American Funds 2040 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$685K	10.2%
American Funds 2045 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$593K	8.8%
American Funds American Mutual R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$424K	6.3%
American Funds 2055 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$412K	6.1%
Alger Capital Appreciation Institutional Y Pooled Separate Account	Pooled Separate Accounts	—	—	$406K	6.0%
American Funds 2050 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$380K	5.7%
Hartford Schroders International Multi-Cap Value SDR Pooled Separate Account	Pooled Separate Accounts	—	—	$343K	5.1%
Vanguard 500 Index Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$342K	5.1%
Franklin International Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$330K	4.9%
American Funds 2030 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$310K	4.6%
American Funds 2035 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$285K	4.2%
JPMorgan US Equity R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$244K	3.6%
General Account Guaranteed interest account	Other securities	—	—	$241K	3.6%
American Funds 2060 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$231K	3.4%
American Funds 2025 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$209K	3.1%
MFS Mid Cap Value R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$187K	2.8%
Franklin Small Cap Value R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$184K	2.7%
Franklin High Income R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$172K	2.6%
Alger Weatherbie Specialized Growth Y Pooled Separate Account	Pooled Separate Accounts	—	—	$158K	2.4%
Fidelity Advisor Total Bond Z Pooled Separate Account	Pooled Separate Accounts	—	—	$155K	2.3%
American Funds Capital World Bond R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$147K	2.2%
Invesco Small Cap Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$135K	2.0%
American Funds 2020 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$52K	0.8%
American Funds 2015 Target Date Retire R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.3%
Vanguard Mid-Cap Growth Index Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	0.3%
Vanguard Mid-Cap Index Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.3%
American Funds Income Fund of America R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.2%
Vanguard Small Cap Index Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	0.2%
Hartford Balanced Income R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
American Funds American Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%