How big is Ascona LLC's plan?

Ascona LLC's plan reported $276K in assets and 9 participants for 2024.

Original filing (PDF)20250905075304NAL0016919521001

Ascona LLC

Name: Ascona LLC — Ascona Management Retirement Plan, Form 5500 (2024)
Creator: Ascona LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascona Management Retirement Plan

401(k) retirement plan · Ascona LLC's Ascona Management Retirement Plan held $276K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

Plan identifiers

Ascona LLC's EIN is 46-3732850.

EIN 46-3732850

Plan number 001

Plan year 2024

ACK ID 20250905075304NAL0016919521001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascona LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASCONA LLC.

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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

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

Plan sponsor

Name

ASCONA LLC

EIN

all filings

Address

177 4TH AVENUE NORTH · SUITE 200 · JACKSONVILLE BEACH, FL · 32250

Phone

(904) 595-5636

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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