Retirement plan

ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN

Name: ASPEN HILL FINANCIAL, INC. - ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: ASPEN HILL FINANCIAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN, ASPEN HILL FINANCIAL, INC.

ASPEN HILL FINANCIAL, INC.EIN 33-0941049Plan #001PY 2024

103 ANEMONE DRIVE - BOULDER, CO 80302970-870-1706

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+4.8% from 2023

Total participants

0.0% from 2023

Average account balance

$3,091,551

+4.8% from 2023

Annual return

4.76%

+1.22 pp from 2023

Benchmarks

See 57 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Cohort57 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$3.1M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,091,551

$202,156+1429.3%

$184,260+1577.8%

Participation rate

0.0%

85.7%-85.7pp

86.8%-86.8pp

Annual return

4.76%

6.91%-2.1pp

28.84%-24.1pp

Employer contribution / active EE

$4,387-100.0%

$6,427-100.0%

Participant deferral / active EE

$6,520-100.0%

$9,133-100.0%

Admin fee / account holder

$12,473-100.0%

$13,898-100.0%

ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion