Plan Ledger DOL Form 5500 · updated monthly

Aspire General Insurance Services LLC401(k)

ASPIRE GENERAL INSURANCE 401(K) PROFIT SHARING PLAN AND TRUST · RANCHO CUCAMONGA, CA · plan year 2024

Reported admin expense ratio · 2024
1.16%

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

Aspire General Insurance Services LLC reported $63,527 in plan administrative expenses for 2024: 1.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,399 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 1 year on file its reported administrative ratio rose from 0.69% to 1.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,543rd of 9,483), and 1,769th of 2,199 in information & media. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,363,493
Participants with balances344
Active participants389
Employer contributions$544,126
Employee contributions$1,204,906
Employer contribution per active participant$1,399
Average account balance$18,499
Benefits paid to participants$1,685,719
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$6.4M · 344 accts · $544K emplr
2023$4.6M · 190 accts · $292K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,209
Investment management$28,318
Total administrative$63,527
The Aspire General Insurance Services LLC 401(k) match · 2024
Employer contribution per active participant$1,399
Median for plans this size$1,313
2024$1,399 per active participant
2023$1,103 per active participant

Aspire General Insurance Services LLC's 2024 employer contribution ran above the $1,313 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.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,209
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$25,655

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

Administrative cost history2
2024$63,527 · 1.16%
2023$23,211 · 0.69%
Same employer
Similar plansInformation & Media · California
Quixote Studios, LLC CA$6.6M · 0.26%
Mission Health Labs Inc CA$6.5M · 0.12%
Redfish Labs, Inc. CA$6.4M · 0.55%
Thought Stream, LLC CA$6.4M · 0.04%
Standard Cognition, Corp. CA$6.4M · 0.12%
Spire Inc CA$6.4M · 0.25%
Texas Television, Inc. CA$6.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454697629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.