Sponsor portfolio
ASPEN WEALTH MANAGEMENT LLC
EIN 45-3075676Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$869K assets
Welfare
0
Participants
10
4200 S. HULEN STREET, SUITE 422 - FORT WORTH, TX 76109817-546-6353
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASPEN WEALTH 401(K) PLAN | 401k | $869K | 10 | 2025 |
Retirement plans