Aspen HR Peo 401(k) match, vesting and fees
What Aspen HR Peo's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Slavic Integrated Administration | Schedule C ↗ |
| Independent auditor | Jason F. Clausen, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Aspen HR Peo: employer contribution per participant | $2,477 | |
| Peer median | $2,556 |
| Aspen HR Peo: average balance | $39,432 | |
| Peer median | $100,166 |
| Aspen HR Peo: admin expenses ÷ assets | 0.75% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.5M at the end of plan year 2021 to $149M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,524 | $149M | $9.3M | $2,477 | 0.75% | Not published | Form 5500 ↗ |
| 2023 | 2,676 | $54.9M | $5.4M | $2,840 | 0.69% | Not published | Form 5500 ↗ |
| 2022 | 1,240 | $18.1M | $2.3M | $2,861 | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 299 | $4.5M | $133K | $1,331 | 0.25% | Not published | 5500-SF ↗ |
Common questions
Does Aspen HR Peo match 401(k) contributions?
The match terms for the Aspen HR Peo LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $9.3M in employer contributions, about $2,477 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aspen HR Peo 401(k) match vested?
The vesting schedule for the Aspen HR Peo LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aspen HR Peo 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Slavic Integrated Administration. The plan administrator is Aspen HR Peo LLC.
I left Aspen HR Peo. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aspen HR Peo LLC, (617) 360-0115) or the recordkeeper, Slavic Integrated Administration. The Aspen HR Peo old 401(k) page lists the contacts from every plan filing. Find an old Aspen HR Peo 401(k)
Data from the public Form 5500 annual reports Aspen HR Peo filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Aspen HR Peo. Not financial advice. Report a correction · Methodology