How big is Ashworth Wealth, LLC's plan?

Ashworth Wealth, LLC's plan reported $909K in assets and 10 participants for 2024.

Original filing (PDF)20251010102957NAL0012330208001

Ashworth Wealth, LLC

Name: Ashworth Wealth, LLC — Ashworth Wealth, LLC, Form 5500 (2024)
Creator: Ashworth Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ashworth Wealth, LLC Retirement Plan

401(k) retirement plan · Ashworth Wealth, LLC's Ashworth Wealth, LLC Retirement Plan held $909K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$909K

Net assets (EOY)

$909K

Plan identifiers

Ashworth Wealth, LLC's EIN is 26-2017172.

EIN 26-2017172

Plan number 001

Plan year 2024

ACK ID 20251010102957NAL0012330208001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ashworth Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ashworth Wealth, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score