PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ASPIRANT, INC.
Sponsor portfolio

ASPIRANT, INC.

EIN 87-4144306-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
138
500 N. HURSTBOURNE PWKY., SUITE 100 - LOUISVILLE, KY 40222855-981-2583
Plans on this EIN
2 filings
#001401k-$4.1M - 75 part#002ESOP-$450K - 63 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 138 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • ASPIRANT, INC. 401(K) (#001)90%
  • EMPLOYEE STOCK OWNERSHIP (#002)10%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASPIRANT, INC. 401(K) (#001)75
  • EMPLOYEE STOCK OWNERSHIP (#002)63
Total 138Click 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#001

ASPIRANT, INC. 401(K) PLAN

401k

Assets$4.1M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$450K
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ASPIRANT, INC. 401(K) PLAN401k$4.1M752024
002ASPIRANT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$450K632024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica