How big is Conner ASH, P.C.'s plan?

Conner ASH, P.C.'s plan reported $9.8M in assets and 30 participants for 2024.

Original filing (PDF)20251001134246NAL0016206224001

Conner ASH, P.C.

Name: Conner ASH, P.C. — Conner ASH, P.C. 401(k) Profit, Form 5500 (2024)
Creator: Conner ASH, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conner ASH, P.C. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Conner ASH, P.C.'s Conner ASH, P.C. 401(k) Profit Sharing Plan and Trust held $9.8M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

Alicia M. Brockland-TAKE signed Conner ASH, P.C.'s 2024 Form 5500 as plan administrator.

Alicia M. Brockland-TAKE — 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

Conner ASH, P.C.'s EIN is 43-1012822.

EIN 43-1012822

Plan number 001

Plan year 2024

ACK ID 20251001134246NAL0016206224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conner ASH, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conner ASH, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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