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Original filing (PDF)20251015142843NAL0002451747001
ASPIRE MRO, LLC
Form 5500
FILING_RECEIVED
ASPIRE MRO, LLC 401K PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
374
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 64% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPIRE MRO, LLC.
Plan sponsor
Name
ASPIRE MRO, LLC
EIN
88-3750550
Address
2060 EAGLE PARKWAY · FT WORTH, TX · 76117
Phone
(817) 541-8700
Industry
Professional & Technical Servicessee 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
2025-10-15
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)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IF ADVISORS, LLC | 85-0996501 | — | INVESTMENT ADVISOR | $24K | — |
Investments
31 direct securities · 1 pooled fund· $12.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.0M
31 holdings
Common Collective Trust
$201K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG GROWTH IDX ADM | — | 6,656.996 | $660K | $1.4M | 11.5% | |
| TRP RETIREMENT 2020 | — | 58,649.025 | $1.2M | $1.1M | 8.9% | |
| TRP RETIREMENT 2025 | — | 64,921.257 | $1.1M | $1.1M | 8.8% | |
| TRP RETIREMENT 2035 | — | 42,632.436 | $826K | $898K | 7.3% | |
| TRP RETIREMENT 2050 | — | 45,597.679 | $751K | $864K | 7.1% | |
| TRP RETIREMENT 2030 | — | 31,795.958 | $805K | $815K | 6.7% | |
| TRP RETIREMENT 2040 | — | 26,466.554 | $735K | $809K | 6.6% | |
| TRP RETIREMENT 2055 | — | 33,553.35 | $590K | $667K | 5.5% | |
| TRP NEW HORIZONS | — | 11,164.713 | $684K | $623K | 5.1% | |
| EV ATL CAP SMID-CP I | — | 11,751.018 | $403K | $489K | 4.0% | |
| FID TOTAL MKT IDX | — | 2,976.629 | $288K | $480K | 3.9% | |
| TRP RETIREMENT 2045 | — | 20,815.298 | $410K | $463K | 3.8% | |
| VICT CP INTM BD IS | — | 44,032.876 | $450K | $399K | 3.3% | |
| VANG SM CAP IDX ADM | — | 2,805.51 | $218K | $323K | 2.6% | |
| DFA US LG CAP VAL | — | 6,273.161 | $233K | $309K | 2.5% | |
| FRANKLIN INCOME ADV | — | 122,682.49 | $283K | $287K | 2.3% | |
| INVS INTL DVSFD R6 | — | 15,316.665 | $252K | $234K | 1.9% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $208K | 1.7% | |
| EB MGD GUARANTEED KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | 7,593.766 | $192K | $201K | 1.6% | |
| H & W MID CAP VAL I | — | 2,652.626 | $108K | $145K | 1.2% | |
| FID SEL MATERIALS | — | 917.62 | $84K | $77K | 0.6% | |
| VAN REAL EST IDX ADM | — | 577.694 | $70K | $73K | 0.6% | |
| TRP RETIREMENT 2010 | — | 4,501.547 | $77K | $68K | 0.6% | |
| PIMCO INCOME INST | — | 6,469.567 | $72K | $68K | 0.6% | |
| INVS DEVELOP MKT Y | — | 1,280.948 | $52K | $49K | 0.4% | |
| VANG MIDCAP IDX ADM | — | 144.395 | $48K | $47K | 0.4% | |
| FID SMALL CAP VALUE | — | 1,239.63 | $24K | $25K | 0.2% | |
| VANG ST FEDERAL ADM | — | 1,228.55 | $13K | $12K | 0.1% | |
| TRP RETIREMENT 2015 | — | 831.626 | $12K | $10K | <0.1% | |
| FID NEW MARKETS INC | — | 536.17 | $8K | $7K | <0.1% | |
| FID GOVT MMKT | — | 80.29 | $80 | $80 | <0.1% | |
| TRP RETIREMENT 2005 | — | 3.97 | $52 | $48 | <0.1% |
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