Aspire Mro, LLC 401k Plan — Form 5500 plan (Aspire Mro, 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, Aspire Mro, LLC 401k Plan is a benefit plan reported by Aspire Mro, LLC under EIN 88-3750550 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $10,781,355 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.8MPlan net assets, end of year$10,781,355
Participants393Covered participants reported
Assets / participant$27.4KComputed: assets ÷ participants$27,433 (computed)
Provider compensation$71.5K3 Schedule C provider row(s)$71,492
Plan sponsor
Aspire Mro, LLC
EIN
88-3750550
Plan number
001
Plan type
2
Location
Ft Worth, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023393H, C20241004142043NAL0006768611001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$170.5K
Participant$509.2K
Full reported line items

Net assets

Total assets (EOY)
$10,781,355
Total liabilities (EOY)
$0
Net assets (EOY)
$10,781,355
Net assets (BOY)
$9,855,444

Income & contributions

Employer contributions
$170,543
Participant contributions
$509,199
Total contributions
$877,076
Total income / additions
$2,587,427

Expenses & distributions

Benefits paid
$1,065,912
Administrative expenses
$71,848
Total expenses
$1,151,263
Net increase / (decrease)
$1,436,164
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
If Advisors, LLCINVESTMENT ADVISOR$30,834not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26,238$02023
Weaver And Tidwell, LlpACCOUNTANT\AUDITOR$14,420not reported in the loaded dataset2023

Related Form 5500 pages