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Original filing (PDF)20250929162611NAL0011543601001
ASHFORTH PROPERTIES INC.
Form 5500
FILING_RECEIVED
THE ASHFORTH COMPANY 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
113
Accounts w/ balance
141
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASHFORTH PROPERTIES INC..
Plan sponsor
Name
ASHFORTH PROPERTIES INC.
EIN
06-0890423
Address
707 SUMMER STREET · 4TH FLOOR · STAMFORD, CT · 06901
Phone
(203) 359-8500
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAHONEY SABOL & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
41 direct securities· $41.3M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID CONTRAFUND K6 | — | — | — | $6.8M | 15.8% | |
| Fidelity FID 500 INDEX | — | — | — | $5.3M | 12.3% | |
| Fidelity FID FUND K | — | — | — | $3.1M | 7.1% | |
| Fidelity FID GOVT MMKT K6 | — | — | — | $2.3M | 5.2% | |
| Fidelity FID INTERMED BOND | — | — | — | $1.7M | 4.0% | |
| Fidelity FID MAGELLAN K | — | — | — | $1.7M | 4.0% | |
| Fidelity FID LOW-PRICED ST K6 | — | — | — | $1.5M | 3.5% | |
| Fidelity FID FREEDOM 2050 K | — | — | — | $1.5M | 3.4% | |
| Fidelity FID FREEDOM 2030 K | — | — | — | $1.4M | 3.2% | |
| Fidelity FID EQ DIV INCOME K | — | — | — | $1.3M | 3.0% | |
| Fidelity FID GROWTH STRAT K6 | — | — | — | $1.2M | 2.9% | |
| Fidelity FID TREASURY ONLY MM | — | — | — | $1.1M | 2.6% | |
| Fidelity FID FREEDOM 2035 K | — | — | — | $1.0M | 2.4% | |
| Fidelity FID FREEDOM 2040 K | — | — | — | $1.0M | 2.4% | |
| Fidelity FID US BOND IDX | — | — | — | $890K | 2.1% | |
| Fidelity FID FREEDOM 2045 K | — | — | — | $784K | 1.8% | |
| Fidelity FID DIVERSFD INTL K6 | — | — | — | $748K | 1.7% | |
| PIMCO PIM TOTAL RT INST | — | — | — | $656K | 1.5% | |
| Allspring AS SPL SM CAP VAL R6 | — | — | — | $645K | 1.5% | |
| T. Rowe Price TRP SM CAP VALUE I | — | — | — | $633K | 1.5% | |
| Fidelity FID FREEDOM 2015 K | — | — | — | $580K | 1.3% | |
| Fidelity FID FREEDOM 2020 K | — | — | — | $543K | 1.3% | |
| T. Rowe Price TRP DIV GROWTH I | — | — | — | $472K | 1.1% | |
| Fidelity FID PURITAN K6 | — | — | — | $466K | 1.1% | |
| Columbia COL DIVIDEND INC I3 | — | — | — | $451K | 1.0% | |
| Fidelity FID FREEDOM 2055 K | — | — | — | $442K | 1.0% | |
| Fidelity FID FREEDOM INC K | — | — | — | $403K | 0.9% | |
| Neuberger Berman NB MID CAP GROWTH R6 | — | — | — | $347K | 0.8% | |
| INVESTCO INVS EQV INTL EQ R6 | — | — | — | $340K | 0.8% | |
| INVESTCO INVESCO DIVRS DIV R6 | — | — | — | $280K | 0.6% | |
| John Hancock J H TRITON N | — | — | — | $267K | 0.6% | |
| Fidelity FID LG CAP GR IDX | — | — | — | $265K | 0.6% | |
| Fidelity FID VALUE K | — | — | — | $243K | 0.6% | |
| Fidelity FID FREEDOM 2060 K | — | — | — | $239K | 0.6% | |
| Fidelity FID INTL INDEX | — | — | — | $213K | 0.5% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $118K | 0.3% | |
| Virtus Ceredo VRTS C MDCP VL EQ R6 | — | — | — | $83K | 0.2% | |
| Fidelity FID SM CAP IDX | — | — | — | $50K | 0.1% | |
| JP Morgan JPM SM CAP VALUE R6 | — | — | — | $44K | 0.1% | |
| Fidelity FID FREEDOM 2065 K | — | — | — | $13K | <0.1% | |
| Fidelity FID FREEDOM 2010 K | — | — | — | $1K | <0.1% |
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