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ASPEN MARKETING, LLC — ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013185519NAL0001753921001
ASPEN MARKETING, LLC
Form 5500-SF
FILING_RECEIVED
ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 34.9 mo
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASPEN MARKETING, LLC
.
Find decision makers
Plan sponsor
Name
ASPEN MARKETING, LLC
EIN
90-0162552
Address
5700 WEST CHANDLER BLVD, SUITE 3 · CHANDLER, AZ · 85226
Phone
(602) 980-7205
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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