Plan Ledger DOL Form 5500 · updated monthly

Aspen Insurance U.S. Services Inc.401(k)

ASPEN INSURANCE U.S. SERVICES INC. 401(K) PLAN · ROCKY HILL, CT · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Aspen Insurance U.S. Services Inc. reported $73,882 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,704 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 124th-largest of 1,106 plans among Connecticut employers on file, and the 706th of 4,798 in finance & insurance. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has grown from 396 to 459 since 2022.

Plan summary
Net assets, end of year$159,411,400
Participants with balances647
Active participants459
Employer contributions$5,830,973
Employee contributions$6,816,340
Employer contribution per active participant$12,704
Average account balance$246,385
Benefits paid to participants$18,087,287
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$159.4M · 647 accts · $5.8M emplr
2023$142.2M · 651 accts · $5.3M emplr
2022$117.9M · 616 accts · $5.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,882
Investment management$30,000
Total administrative$73,882
The Aspen Insurance U.S. Services Inc. 401(k) match · 2024
Employer contribution per active participant$12,704
Median for plans this size$3,635
2024$12,704 per active participant
2023$12,207 per active participant
2022$13,253 per active participant

Aspen Insurance U.S. Services Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,882
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$30,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$73,882 · 0.05%
2023$50,639 · 0.04%
2022$44,865 · 0.03%
Same employer
Similar plansFinance & Insurance · Connecticut
Tudor Investment Corporation CT$172.7M · 0.08%
Beazley USA Services, Inc. CT$160.9M · 0.05%
Conning & Company CT$160.2M · 0.03%
Knights of Columbus CT$156.0M · 0.07%
Liberty Bank CT$126.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320085193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.