Aspen Ml LLC Retirement Plan — Form 5500 plan (Aspen Ml LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aspen Ml LLC Retirement Plan is a benefit plan reported by Aspen Ml LLC under EIN 20-4066982 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $14,655,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspen Ml LLC
- EIN
- 20-4066982
- Plan number
- 001
- Plan type
- 2
- Location
- Tigard, OR
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $14,655,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241014130706NAL0027347649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,655,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,655,414
- Net assets (BOY)
- $11,064,340
Income & contributions
- Employer contributions
- $654,405
- Participant contributions
- $1,378,950
- Total contributions
- $2,330,859
- Total income / additions
- $4,824,142
Expenses & distributions
- Benefits paid
- $1,205,012
- Administrative expenses
- $28,056
- Total expenses
- $1,233,068
- Net increase / (decrease)
- $3,591,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,866 | $0 | 2023 |