Plan Ledger DOL Form 5500 · updated monthly

Aspire USA LLC401(k)

VALSOFT 401(K) PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Aspire USA LLC reported $65,039 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,732 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 512th-largest of 3,644 plans among Florida employers on file, and the 2,584th of 11,654 in professional & technical services. In 2024, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,423,950
Participants with balances756
Active participants677
Employer contributions$1,849,642
Employee contributions$4,206,429
Employer contribution per active participant$2,732
Average account balance$71,989
Benefits paid to participants$5,920,549
Plan auditUnmodified (clean) audit opinion
AuditorAAFCPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,923
Trustee / custodial$6,316
Total administrative$65,039
The Aspire USA LLC 401(k) match · 2024
Employer contribution per active participant$2,732
Median for plans this size$2,416

Aspire USA LLC's 2024 employer contribution ran above the $2,416 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
SENTINEL BENEFITS GROUP, INC. · Recordkeeping$56,923
FIDELITY TRUST COMPANY · Investment advisory (plan)$8,116

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

Administrative cost history1
2024$65,039 · 0.19%
Similar plansProfessional & Technical Services · Florida
Becker & Poliakoff, P.A. FL$55.2M · 0.24%
Rcp Legal Services LLC FL$52.5M · 0.24%
Reliaquest, LLC FL$52.3M · 0.36%
Rogers Towers, P.A. FL$52.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 923261317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.