ASPIRATION PARTNERS 401(K) PLAN

Plan Contact

  • Address: 4551 GLENCOE AVENUE,,MARINA DEL RAY,CA
  • Contact person: MICHAEL SHUCKEROW
  • Phone: (800) 683-8529

Plan General Information

ASPIRATION PARTNERS 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ASPIRATION PARTNERS 401(K) PLAN is $7,705,250.00.This plan was established in 2020.

ASPIRATION PARTNERS 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ASPIRATION PARTNERS 401(K) PLAN is 549

ASPIRATION PARTNERS 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ASPIRATION PARTNERS 401(K) PLAN is $14,035.00

ASPIRATION PARTNERS 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ASPIRATION PARTNERS 401(K) PLAN is $5,702.00.

ASPIRATION PARTNERS 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ASPIRATION PARTNERS 401(K) PLAN is approximately $1,825.00
Investing in this additonal $1,825.00 for 20 years would give you extra $116,822.00, assuming a 10% annual return.

ASPIRATION PARTNERS 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, ASPIRATION PARTNERS 401(K) PLAN allocates $1,002,114.00 to match its employees' contributions, providing an employer match rate of 45.52% of their contributions

ASPIRATION PARTNERS 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ASPIRATION PARTNERS 401(K) PLAN is 35.96%.

ASPIRATION PARTNERS 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ASPIRATION PARTNERS 401(K) PLAN is 20.42%. This measures the effectiveness of the plan participants' investments in the year.

ASPIRATION PARTNERS 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ASPIRATION PARTNERS 401(K) PLAN is 0.45%.

Enrollment Features

ASPIRATION PARTNERS 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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