· 2022–2024 · DOL EFAST2

Ashish Holdings LLC — Ashish Holdings LLC Cash, Form 5500 (2025)

Original filing (PDF)20260714160311NAL0001345219001

Ashish Holdings LLC

Form 5500-SF

FILING_RECEIVED

Ashish Holdings LLC Cash Balance Pension Plan

Defined-benefit pension plan · Ashish Holdings LLC's Ashish Holdings LLC Cash Balance Pension Plan held $2.5M in plan assets for 8 participants in 2025.

Active participants

8

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASHISH HOLDINGS LLC.

Plan sponsor

Name

ASHISH HOLDINGS LLC

EIN

05-0567489all filings

Address

1925 EAST BELT LINE RD., SUITE 180 · CARROLLTON, TX · 75006

Phone

(469) 878-8477

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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