What public Form 5500 filings show about the Asante Capital Group Advisors 401(k) plan — and how to find and check your own account.
Asante Capital Group Advisors (EIN 99-0362345) reports ASANTE CAPITAL GROUP ADVISORS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.7M in plan assets across 24 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Asante Capital Group Advisors filing — schedules, fees, and providers.
Asante Capital Group Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Asante Capital Group AdvisorsHR for the recordkeeper’s name and login.