Aspire Mutual Fund Platform
Product ID: 290
Vendor:
Type:
Mutual Fund
$113
0.44%
None
No
Roth Eligible
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Enrollment and Questions
Use the following contact information to enroll or ask questions.
E-mail:
Address:
Website:
Phone:
E-mail:
Address:
9450 SW Gemini Dr
PMB 65198
Beaverton, OR 97008-7105
PMB 65198
Beaverton, OR 97008-7105
In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.
View the Contact Information tab on the Vendor Details page for a list of office locations.
- Product Details
- Fees and Charges
- Investment Options
A low cost, no load, mutual fund platform
Select the topics below to expand and view additional product details
No commission is paid by these funds
No load investment options
Client can invest without an advisor
Asset Allocation planning tools available on our site as well as target date funds.
You may select a rebalancing option on the application
You are able to dollar cost average into funds.
You may re-allocate your account at any time. Please be aware of the individual fund restrictions.
• $100 loan initiation fee
Interest is prime plus 1%, but all interest is credited back to the participant account.
$75 Fee for Hardship Distributions
We offer Required Minimum Distribution Services
Yes
TPA Fee Offset:
$20 of TPA fees are covered from our administration fee
$20 of TPA fees are covered from our administration fee
All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can
substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact
of fees, and the different types of fees please refer to the
Explanation of Fees piece located in the
Help & Resources.
Fees
|
|
$3.33 | Monthly | Flat Dollar Amount | No | No | Yes |
|
|
$75.00 | At the time funds are withdrawn | Flat Dollar Amount | No | No | Yes |
|
|
$10.00 | At the time funds are withdrawn | Flat Dollar Amount | Yes | No | Yes |
|
|
$100.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
|
|
9.50% | At the time of loan origination | Percent of Outstanding Loan Balance | Yes | No | No |
|
|
$3.50 | Quarterly | Flat Dollar Amount | Yes | No | Yes |
|
|
0.15% | Annually | Percent of Amount Invested | No | No | Yes |
|
|
$75.00 | At the time funds are withdrawn | Flat Dollar Amount | No | No | Yes |
|
|
0.00% - 1.25% | Annually | Range of Possible Percentages | No | No | No |
