Plan Ledger DOL Form 5500 · updated monthly

Aspen Ml LLC401(k)

ASPEN ML LLC RETIREMENT PLAN · TIGARD, OR · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Aspen Ml LLC reported $28,056 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $4,777 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 0.21% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 440th-largest of 1,021 plans among Oregon employers on file, and 6,661st of 11,654 in professional & technical services. In 2023, employees put in $2.11 for every $1.00 the employer contributed; active participation has shrunk from 189 to 137 since 2022.

Plan summary
Net assets, end of year$14,655,414
Participants with balances163
Active participants137
Employer contributions$654,405
Employee contributions$1,378,950
Employer contribution per active participant$4,777
Average account balance$89,911
Benefits paid to participants$1,205,012
Plan auditUnmodified (clean) audit opinion
AuditorBJORKLUND MONTPLAISIR
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 119 accts · $399K emplr
2023$14.7M · 163 accts · $654K emplr
2022$11.1M · 193 accts · $628K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,867
Investment management$2,189
Total administrative$28,056
The Aspen Ml LLC 401(k) match · 2023
Employer contribution per active participant$4,777
Median for plans this size$2,440
2024$17,341 per active participant
2023$4,777 per active participant
2022$3,323 per active participant

Aspen Ml LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,866

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$30,910 · 0.24%
2023$28,056 · 0.22%
2022$24,540 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Oregon
Transportation Media, Inc. OR$16.7M · 0.82%
Sheerid OR$15.3M · 0.08%
Legitscript, LLC OR$14.2M · 0.28%
Act-On Software, Inc. OR$14.0M · 0.18%
Zrt Laboratory, LLC OR$12.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204066982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.