AUMdb

Aspirus, Inc. Retirement Plan

Sponsored by Aspirus, Inc. · EIN 391328331 · Plan #005

Total assets
$893M
Net assets
$893M
Active participants
10,454
With balances
13,295

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping, Direct payment from the plan, Participant loan processing $815,248
Metropolitan Life Insurance Co Insurance services $257,198
Francis Investment Council, Llc Investment advisory (plan), Direct payment from the plan $14,203
Qdro Consultants Company, Llc Consulting (general), Direct payment from the plan $1,500