How big is Ashlee Margolis Inc.'s plan?

Ashlee Margolis Inc.'s plan reported $399K in assets and 62 participants for 2025.

Original filing (PDF)20260518144929NAL0000175779001

Ashlee Margolis Inc.

Name: Ashlee Margolis Inc. — Ashlee Margolis Inc. 401(k), Form 5500 (2025)
Creator: Ashlee Margolis Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ashlee Margolis Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ashlee Margolis Inc.'s Ashlee Margolis Inc. 401(k) Profit Sharing Plan & Trust held $399K in plan assets for 62 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

People on this filing

Edward Rojas signed Ashlee Margolis Inc.'s 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ashlee Margolis Inc.'s EIN is 20-8206939.

EIN 20-8206939

Plan number 001

Plan year 2025

ACK ID 20260518144929NAL0000175779001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ashlee Margolis Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ashlee Margolis Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASHLEE MARGOLIS INC.

Finding similar companies…

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off