Plan Ledger DOL Form 5500 · updated monthly

Aspire Health Partners401(k)

ASPIRE HEALTH PARTNERS RETIREMENT PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Aspire Health Partners reported $79,448 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $613 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 0.32% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 893rd-largest of 3,644 plans among Florida employers on file, and the 2,998th of 11,911 in health care & social assistance. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,966,818
Participants with balances1,493
Active participants1,144
Employer contributions$701,466
Employee contributions$1,909,535
Employer contribution per active participant$613
Average account balance$18,062
Benefits paid to participants$4,822,526
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM
Plan history3
Yearassets · accounts · employer contribution
2024$27.0M · 1,493 accts · $701K emplr
2023$26.2M · 1,487 accts · $674K emplr
2022$25.1M · 1,562 accts · $628K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,448
Total administrative$79,448
The Aspire Health Partners 401(k) match · 2024
Employer contribution per active participant$613
Median for plans this size$2,416
2024$613 per active participant
2023$586 per active participant
2022$571 per active participant

Aspire Health Partners's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241

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$79,448 · 0.30%
2023$73,289 · 0.29%
2022$88,985 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Ocala Eye, P.A. FL$27.8M · 0.70%
Food for the Poor, Inc. FL$26.1M · 0.19%
Morselife Inc. FL$25.9M · 0.63%
Eye Physicians of Florida FL$25.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592301233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.