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ASPIRIANT 401(K) AND PROFIT SHARING PLAN

Plan Contact

  • Address: 50 CALIFORNIA STREET, SUITE 2600,SAN FRANCISCO,CA
  • Contact person: DOUGLAS S. HENDRICKSON
  • Phone: (415) 371-7800

Plan General Information

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ASPIRIANT 401(K) AND PROFIT SHARING PLAN is $63,642,934.00.This plan was established in 2003.

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ASPIRIANT 401(K) AND PROFIT SHARING PLAN is 281

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ASPIRIANT 401(K) AND PROFIT SHARING PLAN is $226,487.00

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ASPIRIANT 401(K) AND PROFIT SHARING PLAN is $12,256.00.

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ASPIRIANT 401(K) AND PROFIT SHARING PLAN is approximately $2,856.00
Investing in this additonal $2,856.00 for 20 years would give you extra $182,830.00, assuming a 10% annual return.

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, ASPIRIANT 401(K) AND PROFIT SHARING PLAN allocates $802,741.00 to match its employees' contributions, providing an employer match rate of 25.63% of their contributions

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ASPIRIANT 401(K) AND PROFIT SHARING PLAN is 21.02%.

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ASPIRIANT 401(K) AND PROFIT SHARING PLAN is 17.79%. This measures the effectiveness of the plan participants' investments in the year.

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ASPIRIANT 401(K) AND PROFIT SHARING PLAN is 0.01%.

Enrollment Features

ASPIRIANT 401(K) AND PROFIT SHARING PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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