How big is ASHA Planning Consultancy Inc.'s plan?

ASHA Planning Consultancy Inc.'s plan reported $431K in assets and 7 participants for 2024.

Original filing (PDF)20251010110814NAL0012924400001

ASHA Planning Consultancy Inc.

Name: ASHA Planning Consultancy Inc. — ASHA Planning, Form 5500 (2024)
Creator: ASHA Planning Consultancy Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ASHA Planning Consultancy Inc. 401(k) Plan

Defined-contribution retirement plan · ASHA Planning Consultancy Inc.'s ASHA Planning Consultancy Inc. 401(k) Plan held $431K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$431K

Net assets (EOY)

$431K

People on this filing

Richard Tatum signed ASHA Planning Consultancy Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

ASHA Planning Consultancy Inc.'s EIN is 46-1188448.

EIN 46-1188448

Plan number 001

Plan year 2024

ACK ID 20251010110814NAL0012924400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ASHA Planning Consultancy Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, 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