How big is Ashby Inc.'s plan?

Ashby Inc.'s plan reported $4.4M in assets and 109 participants for 2024.

Original filing (PDF)20250415220543NAL0004117649014

Ashby Inc.

Name: Ashby Inc. — Ashby 401(k) Plan, Form 5500 (2024)
Creator: Ashby Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ashby 401(k) Plan

401(k) retirement plan · Ashby Inc.'s Ashby 401(k) Plan held $4.4M in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

124

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

QIAN LIU signed Ashby Inc.'s 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Ashby Inc.'s EIN is 38-4097461.

EIN 38-4097461

Plan number 001

Plan year 2024

ACK ID 20250415220543NAL0004117649014

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ashby Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ASHBY INC

EIN

all filings

Address

49 GEARY STREET · SUITE 411 · SAN FRANCISCO, CA · 94108

Phone

(925) 391-8292

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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