Plan Ledger DOL Form 5500 · updated monthly

Aspen Medical Products, Inc.401(k)

ASPEN MEDICAL PRODUCTS, INC. 401(K) PLAN · IRVINE, CA · plan year 2025

Reported admin expense ratio · 2025
0.53%

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

Aspen Medical Products, Inc. reported $125,722 in plan administrative expenses for 2025: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,209 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 3 years on file its reported administrative ratio rose from 0.46% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,057th-largest of 9,483 plans among California employers on file, and the 5,058th of 13,661 in manufacturing. In 2025, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 124 to 151 since 2022.

Plan summary
Net assets, end of year$25,437,636
Participants with balances174
Active participants151
Employer contributions$786,509
Employee contributions$1,786,974
Employer contribution per active participant$5,209
Average account balance$146,193
Benefits paid to participants$3,089,272
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$25.4M · 174 accts · $787K emplr
2024$22.4M · 158 accts · $688K emplr
2023$18.6M · 160 accts · $636K emplr
2022$15.6M · 154 accts · $588K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$42,298
Investment management$80,181
Total administrative$125,722
The Aspen Medical Products, Inc. 401(k) match · 2025
Employer contribution per active participant$5,209
Median for plans this size$2,666
2025$5,209 per active participant
2024$5,058 per active participant
2023$5,005 per active participant
2022$4,741 per active participant

Aspen Medical Products, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
RPA FINANCIAL, LLC · Pension consulting · Investment advisory (plan)$83,425
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,297
WINDES, INC. · Other servicesindirect comp

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

Administrative cost history4
2025$125,722 · 0.53%
2024$111,239 · 0.54%
2023$88,820 · 0.52%
2022$79,219 · 0.46%
Same employer
Similar plansManufacturing · California
Lantronix CA$25.8M · 0.22%
Firestone Walker, Inc. CA$25.7M · 0.52%
Adient Aerospace, LLC CA$25.6M · 0.09%
Xoma Corporation CA$25.4M · 0.39%
Volex Holdings CA$25.4M · 0.50%
Cedarwood-Young Company CA$25.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330586598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.