Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASPEN MANAGEMENT LLC
EIN 20-2011794Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$275K assets
Welfare
0
Participants
156
1310 26TH AVE NW - GIG HARBOR, WA 98335253-313-0595
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $275K assets / 156 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASPEN MANAGEMENT LLC ALASKA 401(K) PLAN
ProfitSharing
Assets$191K
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ASPEN MANAGEMENT LLC NORTHWEST REGION 401(K) PLAN
ProfitSharing
Assets$84K
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASPEN MANAGEMENT LLC ALASKA 401(K) PLAN | ProfitSharing | $191K | 103 | 2024 | |
| 002 | ASPEN MANAGEMENT LLC NORTHWEST REGION 401(K) PLAN | ProfitSharing | $84K | 53 | 2024 |
Retirement plans