Back to filter
Original filing (PDF)20251015122134NAL0002281027001
ASPIRE SYSTEMS DIGITAL
Form 5500
FILING_RECEIVED
ASPIRE SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
198
Accounts w/ balance
221
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPIRE SYSTEMS DIGITAL.
Plan sponsor
Name
ASPIRE SYSTEMS DIGITAL
EIN
88-4307400
Address
1200 HARGER RD STE 722 · OAKBROOK, IL · 60523
Phone
(224) 428-2223
Industry
Custom Computer Programming· 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHUGH CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Investments
20 direct securities · 1 pooled fund· $6.4M(99% 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.
Registered Investment Companies
$6.4M
20 holdings
Common Collective Trust
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.3M | 19.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $1.2M | 18.1% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $848K | 13.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $573K | 8.9% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $511K | 7.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $389K | 6.0% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $383K | 5.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $223K | 3.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $217K | 3.4% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $169K | 2.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $154K | 2.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $98K | 1.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $91K | 1.4% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $87K | 1.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $80K | 1.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $54K | 0.8% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $30K | 0.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $9K | 0.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $7K | 0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $7K | 0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Custom Computer Programming plans
CLICK IT, INC.
CLICK IT, INC. 401(K) PLAN
$6.5M · 31 participants
MYERS-HOLUM, INC.
MYERS-HOLUM, INC 401(K) SAVINGS PLAN
$6.5M · 139 participants
BREAKTHROUGH TECHNOLOGIES, LLC
BREAKTHROUGH TECHNOLOGIES, LLC PS PLAN
$6.5M · 25 participants
DYAD, INC
DYAD, INC 401 K PLAN
$6.5M · 69 participants
BRADSHAW CONSULTING SERVICES, INC.
BRADSHAW CONSULTING SERVICES, INC. 401(K) PLAN
$6.5M · 18 participants
PROLETARIAT, INC.
PROLETARIAT 401(K) PLAN
$6.4M
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B