How big is Ashton Thomas Private Wealth, LLC's plan?

Ashton Thomas Private Wealth, LLC's plan reported $2.3M in assets and 87 participants for 2024.

Original filing (PDF)20250620091653NAL0009363474005

Ashton Thomas Private Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Ashton Thomas Private Wealth 401(k) Plan

401(k) retirement plan · Ashton Thomas Private Wealth, LLC's Ashton Thomas Private Wealth 401(k) Plan held $2.3M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Kevin Kading signed Ashton Thomas Private Wealth, LLC's 2024 Form 5500 as plan administrator.

Kevin Kading — 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

Ashton Thomas Private Wealth, LLC's EIN is 27-2399928.

EIN 27-2399928

Plan number 001

Plan year 2024

ACK ID 20250620091653NAL0009363474005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ashton Thomas Private Wealth, LLC'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 ASHTON THOMAS PRIVATE WEALTH, 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