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  2. ASPIRE OMS, LLC
Sponsor portfolio

ASPIRE OMS, LLC

EIN 88-1068811-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$10.9M assets
Welfare
0
Participants
97
61 W. 86TH AVENUE - MERRILLVILLE, IN 46410219-736-1401
Plans on this EIN
2 filings
#003401k-$7.3M - 57 part#005CashBalance-$3.6M - 40 part

Retirement portfolio analytics

2 plans aggregated / $10.9M assets / 97 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFIT SHARING PLAN (#003)67%
  • CASH BALANCE PLAN (#005)33%
Total $10.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)57
  • CASH BALANCE PLAN (#005)40
Total 97Click 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

ASPIRE OMS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$7.3M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ASPIRE OMS, LLC CASH BALANCE PLAN

CashBalance

Assets$3.6M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ASPIRE OMS, LLC 401(K) PROFIT SHARING PLAN401k$7.3M572024
005ASPIRE OMS, LLC CASH BALANCE PLANCashBalance$3.6M402024
Retirement plans
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