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ASPEN FINANCIAL SERVICES, INC.

EIN 42-1509871-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.8M assets
Welfare
0
Participants
12
6600 WESTOWN PARKWAY, SUITE 260 - WEST DES MOINES, IA 50266515-453-2348aspenfinancialinc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.8M - 12 part

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Retirement#001

ASPEN FINANCIAL SERVICES, INC. 401(K) PLAN

401k

Assets$4.8M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASPEN FINANCIAL SERVICES, INC. 401(K) PLAN401k$4.8M122025
Retirement plans
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