Plan Ledger DOL Form 5500 · updated monthly

Aspirion Health Resources401(k)

ASPIRION HEALTH RESOURCES 401(K) PROFIT SHARING PLAN & TRUST · COLUMBUS, GA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Aspirion Health Resources reported $128,217 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,346 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 3 years on file its reported administrative ratio has held roughly steady near 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 778th-largest of 2,160 plans among Georgia employers on file, and the 908th of 3,341 in other services. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 929 to 1,630 since 2022.

Plan summary
Net assets, end of year$24,039,789
Participants with balances959
Active participants1,630
Employer contributions$2,194,721
Employee contributions$4,004,896
Employer contribution per active participant$1,346
Average account balance$25,068
Benefits paid to participants$2,275,428
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON, GRIMES & COMPANY P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 959 accts · $2.2M emplr
2023$17.2M · 879 accts · $1.7M emplr
2022$10.5M · 649 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,571
Investment management$42,786
Trustee / custodial$860
Total administrative$128,217
The Aspirion Health Resources 401(k) match · 2024
Employer contribution per active participant$1,346
Median for plans this size$2,416
2024$1,346 per active participant
2023$1,123 per active participant
2022$1,233 per active participant

Aspirion Health Resources's 2024 employer contribution ran below 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 · 20244
PAYCHEX, INC. · Recordkeeping$77,482
RESOURCES INVESTMENT ADVISORS, LLC · Investment advisory (participants)$31,879
RESOURCES INVESTMENT ADVISORS · Investment advisory (participants)$10,907
401K GENERATION · Contract administrator$7,349

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$128,217 · 0.62%
2023$83,935 · 0.61%
2022$59,115 · 0.61%
Same employer
Similar plansOther Services · Georgia
Van Michael Salon, Inc. GA$28.0M · 0.54%
The Ogeechee Group, Inc. GA$20.0M · 0.15%
Points of Light Foundation GA$14.8M · 0.32%
Blake & Pendleton, Inc. GA$14.6M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 455040768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.