· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AHRENS INVESTMENT PARTNERS, LLC — AHRENS INVESTMENT PARTNERS, LLC 401K PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602173836NAL0006737091001
AHRENS INVESTMENT PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
AHRENS INVESTMENT PARTNERS, LLC 401K PLAN AND TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AHRENS INVESTMENT PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
AHRENS INVESTMENT PARTNERS, LLC
EIN
20-4991123
Address
412 SETTLERS TRACE BLVD. · LAFAYETTE, LA · 70508
Phone
(337) 981-1376
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
HAHN CAPITAL MANAGEMENT, LLC
HAHN CAPITAL MANAGEMENT, LLC 401(K) PLAN
$3.9M · 5 participants
AXIOM CAPITAL MANAGEMENT INC
AXIOM CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT PLAN
$3.9M · 21 participants
CORNERSTONE FINANCIAL SOLUTIONS, INC.
CORNERSTONE FINANCIAL SOLUTIONS INC. SAFE HARBOR 401(K) RETIREMENT PLAN
$3.8M · 19 participants
FIRST CAPITAL MANAGEMENT, INC.
FIRST CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$3.9M · 5 participants
FIRST KENTUCKY SECURITIES
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FIRST KENTUCKY SECURITIES 401(K) PLAN
$3.9M · 25 participants
SMITH, BROWN & GROOVER, INC.
SMITH, BROWN & GROOVER, INC. 401(K) P/S PLAN
$3.9M · 7 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
