Aspen Hr Peo LLC Retirement Savings Plan — Form 5500 plan (Aspen Hr Peo LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aspen Hr Peo LLC Retirement Savings Plan is a benefit plan reported by Aspen Hr Peo LLC under EIN 85-3188438 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,653 participants and $55,164,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspen Hr Peo LLC
- EIN
- 85-3188438
- Plan number
- 001
- Plan type
- 3
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,653
- End-of-year plan assets
- $55,164,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,653 | H, C | 20241015162451NAL0030332385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,164,132
- Total liabilities (EOY)
- $219,054
- Net assets (EOY)
- $54,945,078
- Net assets (BOY)
- $18,065,453
Income & contributions
- Employer contributions
- $5,404,576
- Participant contributions
- $13,381,910
- Total contributions
- $22,659,863
- Total income / additions
- $28,320,700
Expenses & distributions
- Benefits paid
- $4,886,457
- Administrative expenses
- $250,405
- Total expenses
- $5,229,945
- Net increase / (decrease)
- $23,090,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $186,590 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | INVESTMENT MANAGEMENT | $40,415 | not reported in the loaded dataset | 2023 |
| Aspen Hr Peo LLC | PLAN ADMINISTRATOR | $17,400 | not reported in the loaded dataset | 2023 |
| Uhy Llp | AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aspen Hr Peo LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Slavic Integrated Administration — Schedule C compensation
- Slavic Mutual Fund Management Corp — Schedule C compensation
- Aspen Hr Peo LLC — Schedule C compensation
- Uhy Llp — Schedule C compensation