How big is Aspiranet's plan?

Aspiranet's plan reported $18.0M in assets and 828 participants for 2024.

Original filing (PDF)20251002163520NAL0001120800001

Aspiranet

Name: Aspiranet — Aspiranet 403(b) Plan, Form 5500 (2024)
Creator: Aspiranet
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Aspiranet 403(b) Plan

403(b) retirement plan · Aspiranet's Aspiranet 403(b) Plan held $18.0M in plan assets for 828 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Late participant contributions

Active participants

828

Accounts w/ balance

1,681

Plan assets (EOY)

$18.0M

Net assets (EOY)

$18.0M

People on this filing

Vernon Brown signed Aspiranet's 2024 Form 5500 as plan administrator.

Vernon Brown — 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

Aspiranet's EIN is 94-2442955.

EIN 94-2442955

Plan number 002

Plan year 2024

ACK ID 20251002163520NAL0001120800001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aspiranet's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASPIRANET.

Finding similar companies…

How this plan invests

This plan

58 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 172K (7% of contributions).

Helping the score

Below-peer total plan cost (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ASPIRANET

EIN

all filings

Address

400 OYSTER POINT BLVD SUITE 501 · SOUTH SAN FRANCISCO, CA · 940807600

Phone

(650) 866-4080

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS, LLC	82-3719843	—	THIRD PARTY ADMINISTRATO	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT, INC	33-0905143	—	FINANCIAL ADVISOR	$69K	—

Investments

58 direct securities· $17.9M(99% of reported assets)

Mutual Funds

$14.8M

23 holdings

Other securities

$1.2M

26 holdings

Common Collective Trusts

$1.0M

5 holdings

Common Stocks

$815K

2 holdings

Cash / Money Market

$7K

1 holding

U.S. Treasuries

$3K

1 holding

					% of plan
Matrix Trust Vanguard Target Ret 2030 Mutual Fund	Mutual Funds	—	—	$2.2M	12.1%
Vanguard Target Ret 2035 Mutual Fund	Mutual Funds	—	—	$1.8M	10.1%
Vanguard Target Ret 2045 Mutual Fund	Mutual Funds	—	—	$1.7M	9.5%
Vanguard Target Ret 2050 Mutual Fund	Mutual Funds	—	—	$1.7M	9.4%
Vanguard Target Ret 2040 Mutual Fund	Mutual Funds	—	—	$1.4M	8.0%
Vanguard Target Ret 2055 Mutual Fund	Mutual Funds	—	—	$1.4M	7.9%
Vanguard Target Ret 2020 Mutual Fund	Mutual Funds	—	—	$1.1M	6.1%
Vanguard Target Ret 2060 Mutual Fund	Mutual Funds	—	—	$1.1M	5.9%
Vanguard Target Ret 2065 Mutual Fund	Mutual Funds	—	—	$993K	5.5%
AIG (VALIC) - SYSTEMATIC GROWTH FUND Mutual Fund 23 AIG (VALIC) - SMALL CAP VALUE FUND Mutual Fund 21 * VALIC - FIXED ACCOUNT PLUS Insurance Company General Account ** ^	Common Stocks	—	—	$768K	4.3%
Vanguard Target Ret 2025 Mutual Fund	Mutual Funds	—	—	$698K	3.9%
AIG (VALIC) * AIG (VALIC) - STOCK INDEX FUND Mutual Fund	Common Collective Trusts	—	—	$338K	1.9%
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$320K	1.8%
maturing through October 2029 0	Other securities	—	—	$227K	1.3%
Vanguard Target Ret Income Inv Mutual Fund	Mutual Funds	—	—	$173K	1.0%
AIG (VALIC) - MID CAP INDEX FUND Mutual Fund	Common Collective Trusts	—	—	$170K	0.9%
Vanguard Equity Income Adm Mutual Fund	Mutual Funds	—	—	$158K	0.9%
AIG (VALIC) - MID CAP STRATEGIC GWTH Mutual Fund	Other securities	—	—	$126K	0.7%
AIG (VALIC) - GOVERNMENT SECURITIES FUND Mutual Fund	Other securities	—	—	$121K	0.7%
AIG (VALIC) - SMALL CAP INDEX FUND Mutual Fund	Common Collective Trusts	—	—	$118K	0.7%
Clearbridge Large Cap Growth I Mutual Fund	Other securities	—	—	$100K	0.6%
AIG (VALIC) - LARGE CAPITAL GROWTH Mutual Fund	Other securities	—	—	$96K	0.5%
AIG (VALIC) - ARIEL FUND Mutual Fund	Other securities	—	—	$95K	0.5%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$90K	0.5%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$69K	0.4%
AIG (VALIC) - VANGUARD WINDSOR II Mutual Fund	Mutual Funds	—	—	$62K	0.3%
AIG (VALIC) - CORE BOND FUND Mutual Fund	Other securities	—	—	$61K	0.3%
AIG (VALIC) - INTERNATL EQUITIES INDEX FUND Mutual Fund	Common Collective Trusts	—	—	$59K	0.3%
Vanguard Total Intl Stock index Adm Mutual Fund	Mutual Funds	—	—	$55K	0.3%
VALIC - SHORT TERM FIXED ACCOUNT Insurance Company General Account ** ^	Common Stocks	—	—	$47K	0.3%
AIG (VALIC) - SYSTEMATIC CORE FUND Mutual Fund	Other securities	—	—	$45K	0.3%
AIG (VALIC) - INTL OPPORTUNITIES Mutual Fund	Other securities	—	—	$37K	0.2%
AIG (VALIC) - INTERNATIONAL VALUE FUND Mutual Fund	Other securities	—	—	$34K	0.2%
AIG (VALIC) - EMERGING ECONOMIES Mutual Fund	Other securities	—	—	$32K	0.2%
AIG (VALIC) - INFLATION PROTECTED FUND Mutual Fund	Other securities	—	—	$28K	0.2%
AIG (VALIC) - SCIENCE & TECHNOLOGY FUND Mutual Fund	Other securities	—	—	$27K	0.1%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$26K	0.1%
AIG (VALIC) - MID CAP VALUE FUND Mutual Fund	Other securities	—	—	$25K	0.1%
AIG (VALIC) - US SOCIALLY RESPONSIBLE FUND Mutual Fund	Other securities	—	—	$23K	0.1%
American Funds Europacific Growth R6 Mutual Fund	Mutual Funds	—	—	$23K	0.1%
AIG (VALIC) - ARIEL APPRECIATION FUND Mutual Fund	Other securities	—	—	$21K	0.1%
AIG (VALIC) - VANGUARD WELLINGTON FUND INC Mutual Fund	Mutual Funds	—	—	$20K	0.1%
Vanguard Federal Money Market Investor Money Market Fund	Mutual Funds	—	—	$20K	0.1%
AIG (VALIC) - HIGH YIELD BOND FUND Mutual Fund	Other securities	—	—	$18K	0.1%
AIG (VALIC) - LOAN COLLATERAL FUND Mutual Fund	Other securities	—	—	$18K	<0.1%
AIG (VALIC) - SMALL CAP GROWTH FUND Mutual Fund	Other securities	—	—	$15K	<0.1%
AIG (VALIC) - INTL SOCIALLY RESPONSIBLE FUND Mutual Fund	Other securities	—	—	$15K	<0.1%
AIG (VALIC) - INTERNATIONAL GROWTH FUND Mutual Fund	Other securities	—	—	$14K	<0.1%
AIG (VALIC) - VC I CAPITAL APPRECIATION Mutual Fund	Other securities	—	—	$13K	<0.1%
Baird Aggregate Bond Mutual Fund	Other securities	—	—	$13K	<0.1%