Plan Ledger DOL Form 5500 · updated monthly

Aspiro, Inc.DC plan

403(B) THRIFT PLAN OF ASPIRO, INC. · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Aspiro, Inc. reported $27,821 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,607 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 0.01% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wisconsin (1,433rd of 1,936), and 1,895th of 3,341 in other services. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has shrunk from 189 to 103 since 2022.

Plan summary
Net assets, end of year$7,777,687
Participants with balances151
Active participants103
Employer contributions$165,562
Employee contributions$256,759
Employer contribution per active participant$1,607
Average account balance$51,508
Benefits paid to participants$1,053,789
Plan auditUnmodified (clean) audit opinion
AuditorKERBERROSE SC
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 151 accts · $166K emplr
2023$7.5M · 176 accts · $163K emplr
2022$7.2M · 195 accts · $151K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,428
Investment management$24,393
Total administrative$27,821
Employer contributions to the Aspiro, Inc. plan · 2024
Employer contribution per active participant$1,607
Median for plans this size$1,313
2024$1,607 per active participant
2023$699 per active participant
2022$799 per active participant

Aspiro, Inc.'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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$27,720

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023Mutual of America

This plan has changed recordkeepers within these filings. If you left Aspiro, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,821 · 0.36%
2023$613 · 0.01%
2022$881 · 0.01%
Similar plansOther Services · Wisconsin
L.T. Hampel Corp WI$9.0M · 0.76%
Milwaukee Rescue Mission WI$8.6M · 0.30%
Wisconsin Humane Society WI$8.2M · 0.03%
Local 2138 U.S.W.A. WI$7.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390987024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.