Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 27 · EIN 27-1033755 | Advisory (Plan) | $22,184 |
3 funds of $250K or more; 19 lines in all, holding $2.0M of the plan's $2.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $1.7M | 88.1% |
| State Street Balanced Index Fund Class K State Street (SSgA) · Mutual fund Index | $178K | 9.1% |
| Mutual Funds Charles Schwab S&P 500 Charles Schwab · Mutual fund Index | $14K | 0.7% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund Index | $6K | 0.3% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $5K | 0.3% |
| Fidelity Four-in-One Index Fund Fidelity (FMR) · Mutual fund Index | $4K | 0.2% |
| Money Market Funds Charles Schwab Investment Management, Inc. Charles Schwab · Money market | $4K | 0.2% |
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $4K | 0.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.2% |
| Vanguard REIT Index Adm Vanguard · Mutual fund Index | $2K | 0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.