Aspen Therapy 401(k) Plan
Sponsored by Aspen Therapy, Llc · EIN 464766867 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oakmont Capital Management, Llc CRD 128939 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M2 B Retirement Consulting | Other services | $27,400 |
| Ascensus | Recordkeeping | $26,633 |
| Oakmont Capital Management | Investment advisory (participants), Investment advisory (plan) | $9,828 |