Plan Ledger DOL Form 5500 · updated monthly

Aspen Medical USA Inc401(k)

ASPEN MEDICAL USA INC 401(K) PLAN AND TRUST · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Aspen Medical USA Inc reported $682 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $707 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 fell from 1.61% to 0.10%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in District of Columbia (599th of 618), and 11,051st of 11,911 in health care & social assistance. In 2024, employees put in $3.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$827,730
Participants with balances22
Active participants78
Employer contributions$55,157
Employee contributions$193,343
Employer contribution per active participant$707
Average account balance$37,624
Benefits paid to participants$10,969
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$828K · 22 accts · $55K emplr
2022$209K · 69 accts · $55K emplr
The Aspen Medical USA Inc 401(k) match · 2024
Employer contribution per active participant$707
Median for plans this size$540
2024$707 per active participant
2022$2,299 per active participant

Aspen Medical USA Inc's 2024 employer contribution ran above the $540 median for plans its size. 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.

Administrative cost history2
2024$682 · 0.10%
2022$2,302 · 1.61%
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Source: U.S. Department of Labor, Form 5500 series, EIN 263386234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.