Aspire Living & Learning 403(b) match, vesting and fees
What Aspire Living & Learning's 403(b) 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 354 defined-contribution plans in other services with 500 to 999 participants.
| Aspire Living & Learning: employer contribution per participant | $786 | |
| Peer median | $1,777 |
| Aspire Living & Learning: average balance | $32,610 | |
| Peer median | $48,552 |
| Aspire Living & Learning: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.26% |
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 $24.7M at the end of plan year 2023 to $27.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,265 | $27.8M | $669K | $786 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 1,254 | $24.7M | $782K | $788 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Aspire Living & Learning match 401(k) contributions?
The match terms for the Aspire Living & Learning, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $669K in employer contributions, about $786 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aspire Living & Learning 401(k) match vested?
The vesting schedule for the Aspire Living & Learning, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aspire Living & Learning 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Aspire Living & Learning, Inc..
I left Aspire Living & Learning. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aspire Living & Learning, Inc., (802) 229-9515) or the recordkeeper, Empower Annuity Insurance Company. The Aspire Living & Learning old 401(k) page lists the contacts from every plan filing. Find an old Aspire Living & Learning 401(k)
Data from the public Form 5500 annual reports Aspire Living & Learning filed with the U.S. Department of Labor (plan years 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 Aspire Living & Learning. Not financial advice. Report a correction · Methodology