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Sponsor portfolio

ASPIREAN WEALTH, LLC

EIN 47-1813300-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
7
160 RAIL ROAD - CHESTERTON, IN 46304844-687-5342
Plans on this EIN
2 filings
#003401k-$1.1M - 3 part#002CashBalance-$360K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • WEALTH, LLC 401(K) (#003)76%
  • CASH BALANCE PLAN (#002)24%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • WEALTH, LLC 401(K) (#003)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ASPIREAN WEALTH, LLC 401(K) PLAN

401k

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ASPIREAN WEALTH CASH BALANCE PLAN

CashBalance

Assets$360K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ASPIREAN WEALTH, LLC 401(K) PLAN401k$1.1M32024
002ASPIREAN WEALTH CASH BALANCE PLANCashBalance$360K42024
Retirement plans
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