Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASPEN CAPITAL MANAGEMENT LLC
EIN 83-4598555Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
1300 VIRGINIA DRIVE, SUITE 122 - FORT WASHINGTON, PA 19034215-886-4740
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 4 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#002
ASPEN CAPITAL MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$866K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASPEN CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$235K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASPEN CAPITAL MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $866K | 2 | 2025 | |
| 001 | ASPEN CAPITAL MANAGEMENT 401(K) PLAN | 401k | $235K | 2 | 2024 |
Retirement plans