How big is Ausperity Private Wealth, LLC's plan?

Ausperity Private Wealth, LLC's plan reported $1.9M in assets and 9 participants for 2025.

Original filing (PDF)20260321161230NAL0014400146001

Ausperity Private Wealth, LLC

Name: Ausperity Private Wealth, LLC — Ausperity Private, Form 5500 (2025)
Creator: Ausperity Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ausperity Private Wealth, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ausperity Private Wealth, LLC's Ausperity Private Wealth, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

William Degener signed Ausperity Private Wealth, LLC's 2025 Form 5500 as plan administrator.

William Degener — 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

Ausperity Private Wealth, LLC's EIN is 87-2276671.

EIN 87-2276671

Plan number 001

Plan year 2025

ACK ID 20260321161230NAL0014400146001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ausperity Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ausperity Private Wealth, 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 AUSPERITY PRIVATE WEALTH, 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