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Original filing (PDF)20251002163520NAL0001120800001
ASPIRANET
Form 5500
FILING_RECEIVED
ASPIRANET 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
828
Accounts w/ balance
1,681
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
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 (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 100% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPIRANET.
Plan sponsor
Name
ASPIRANET
EIN
94-2442955
Address
400 OYSTER POINT BLVD SUITE 501 · SOUTH SAN FRANCISCO, CA · 940807600
Phone
(650) 866-4080
Industry
Health Care & Social Assistancesee all
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 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC | 33-0905143 | — | FINANCIAL ADVISOR | $69K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, LLC | 82-3719843 | — | THIRD PARTY ADMINISTRATO | $35K | — |
Investments
58 direct securities· $17.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Matrix Trust Vanguard Target Ret 2030 Mutual Fund | — | — | — | $2.2M | 12.1% | |
| Vanguard Target Ret 2035 Mutual Fund | — | — | — | $1.8M | 10.1% | |
| Vanguard Target Ret 2045 Mutual Fund | — | — | — | $1.7M | 9.5% | |
| Vanguard Target Ret 2050 Mutual Fund | — | — | — | $1.7M | 9.4% | |
| Vanguard Target Ret 2040 Mutual Fund | — | — | — | $1.4M | 8.0% | |
| Vanguard Target Ret 2055 Mutual Fund | — | — | — | $1.4M | 7.9% | |
| Vanguard Target Ret 2020 Mutual Fund | — | — | — | $1.1M | 6.1% | |
| Vanguard Target Ret 2060 Mutual Fund | — | — | — | $1.1M | 5.9% | |
| Vanguard Target Ret 2065 Mutual Fund | — | — | — | $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 ** ^ | — | — | — | $768K | 4.3% | |
| Vanguard Target Ret 2025 Mutual Fund | — | — | — | $698K | 3.9% | |
| AIG (VALIC) * AIG (VALIC) - STOCK INDEX FUND Mutual Fund | — | — | — | $338K | 1.9% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $320K | 1.8% | |
| maturing through October 2029 0 | — | — | — | $227K | 1.3% | |
| Vanguard Target Ret Income Inv Mutual Fund | — | — | — | $173K | 1.0% | |
| AIG (VALIC) - MID CAP INDEX FUND Mutual Fund | — | — | — | $170K | 0.9% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $158K | 0.9% | |
| AIG (VALIC) - MID CAP STRATEGIC GWTH Mutual Fund | — | — | — | $126K | 0.7% | |
| AIG (VALIC) - GOVERNMENT SECURITIES FUND Mutual Fund | — | — | — | $121K | 0.7% | |
| AIG (VALIC) - SMALL CAP INDEX FUND Mutual Fund | — | — | — | $118K | 0.7% | |
| Clearbridge Large Cap Growth I Mutual Fund | — | — | — | $100K | 0.6% | |
| AIG (VALIC) - LARGE CAPITAL GROWTH Mutual Fund | — | — | — | $96K | 0.5% | |
| AIG (VALIC) - ARIEL FUND Mutual Fund | — | — | — | $95K | 0.5% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $90K | 0.5% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $69K | 0.4% | |
| AIG (VALIC) - VANGUARD WINDSOR II Mutual Fund | — | — | — | $62K | 0.3% | |
| AIG (VALIC) - CORE BOND FUND Mutual Fund | — | — | — | $61K | 0.3% | |
| AIG (VALIC) - INTERNATL EQUITIES INDEX FUND Mutual Fund | — | — | — | $59K | 0.3% | |
| Vanguard Total Intl Stock index Adm Mutual Fund | — | — | — | $55K | 0.3% | |
| VALIC - SHORT TERM FIXED ACCOUNT Insurance Company General Account ** ^ | — | — | — | $47K | 0.3% | |
| AIG (VALIC) - SYSTEMATIC CORE FUND Mutual Fund | — | — | — | $45K | 0.3% | |
| AIG (VALIC) - INTL OPPORTUNITIES Mutual Fund | — | — | — | $37K | 0.2% | |
| AIG (VALIC) - INTERNATIONAL VALUE FUND Mutual Fund | — | — | — | $34K | 0.2% | |
| AIG (VALIC) - EMERGING ECONOMIES Mutual Fund | — | — | — | $32K | 0.2% | |
| AIG (VALIC) - INFLATION PROTECTED FUND Mutual Fund | — | — | — | $28K | 0.2% | |
| AIG (VALIC) - SCIENCE & TECHNOLOGY FUND Mutual Fund | — | — | — | $27K | 0.1% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $26K | 0.1% | |
| AIG (VALIC) - MID CAP VALUE FUND Mutual Fund | — | — | — | $25K | 0.1% | |
| AIG (VALIC) - US SOCIALLY RESPONSIBLE FUND Mutual Fund | — | — | — | $23K | 0.1% | |
| American Funds Europacific Growth R6 Mutual Fund | — | — | — | $23K | 0.1% | |
| AIG (VALIC) - ARIEL APPRECIATION FUND Mutual Fund | — | — | — | $21K | 0.1% | |
| AIG (VALIC) - VANGUARD WELLINGTON FUND INC Mutual Fund | — | — | — | $20K | 0.1% | |
| Vanguard Federal Money Market Investor Money Market Fund | — | — | — | $20K | 0.1% | |
| AIG (VALIC) - HIGH YIELD BOND FUND Mutual Fund | — | — | — | $18K | 0.1% | |
| AIG (VALIC) - LOAN COLLATERAL FUND Mutual Fund | — | — | — | $18K | <0.1% | |
| AIG (VALIC) - SMALL CAP GROWTH FUND Mutual Fund | — | — | — | $15K | <0.1% | |
| AIG (VALIC) - INTL SOCIALLY RESPONSIBLE FUND Mutual Fund | — | — | — | $15K | <0.1% | |
| AIG (VALIC) - INTERNATIONAL GROWTH FUND Mutual Fund | — | — | — | $14K | <0.1% | |
| AIG (VALIC) - VC I CAPITAL APPRECIATION Mutual Fund | — | — | — | $13K | <0.1% | |
| Baird Aggregate Bond Mutual Fund | — | — | — | $13K | <0.1% | |
| AIG (VALIC) - INVESCO BAL RISK COMMOD STR R5 Mutual Fund | — | — | — | $12K | <0.1% | |
| AIG (VALIC) - SYSTEMATIC VALUE Mutual Fund | — | — | — | $11K | <0.1% | |
| AIG (VALIC) - GLOBAL REAL ESTATE FUND Mutual Fund | — | — | — | $8K | <0.1% | |
| AIG (VALIC) - GOVERNMENT MONEY MARKET I Mutual Fund | — | — | — | $7K | <0.1% | |
| AIG (VALIC) - VANGUARD LT INV-GRADE FUND Mutual Fund | — | — | — | $7K | <0.1% | |
| AIG (VALIC) - VANGUARD LONG-TERM TREASURY Mutual Fund | — | — | — | $5K | <0.1% | |
| AIG (VALIC) - INTERNATIONAL GOVERNMENT BOND Mutual Fund | — | — | — | $3K | <0.1% | |
| AIG (VALIC) - GLOBAL STRATEGY Mutual Fund | — | — | — | $2K | <0.1% |