· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASHBY INC — ASHBY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415220543NAL0004117649014
ASHBY INC
Form 5500-SF
FILING_RECEIVED
ASHBY 401(K) PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
124
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASHBY INC
.
Find decision makers
Plan sponsor
Name
ASHBY INC
EIN
38-4097461
Address
49 GEARY STREET · SUITE 411 · SAN FRANCISCO, CA · 94108
Phone
(925) 391-8292
Industry
Software Publishers
· Information / Tech / Media
see all
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
Related plans
Similar-size Software Publishers plans
THREATADVICE, LLC
THREATADVICE, LLC 401(K) PLAN
$4.4M · 33 participants
DIRXION, LLC
DIRXION, LLC 401(K) PLAN
$4.4M · 20 participants
IMPEL
SPINCAR 401(K) PLAN
$4.3M · 324 participants
TONIC
TONIC 401(K) PLAN
$4.4M · 65 participants
SOURCEGEAR LLC
SOURCEGEAR LLC 401(K) PROFIT SHARING PLAN
$4.3M · 8 participants
INTELAGREE, LLC
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
INTELAGREE 401(K) PLAN
$4.4M · 90 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B