How big is Ashley General Agency, LLC's plan?

Ashley General Agency, LLC's plan reported $1.0M in assets and 23 participants for 2024.

Original filing (PDF)20250324151459NAL0009306883001

Ashley General Agency, LLC

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

Form 5500-SF

FILING_RECEIVED

Ashley General Agency 401(k) Plan

401(k) retirement plan · Ashley General Agency, LLC's Ashley General Agency 401(k) Plan held $1.0M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Billie Gorrell signed Ashley General Agency, LLC's 2024 Form 5500 as plan administrator.

Billie Gorrell — 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

Ashley General Agency, LLC's EIN is 27-1146055.

EIN 27-1146055

Plan number 001

Plan year 2024

ACK ID 20250324151459NAL0009306883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ashley General Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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