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ASV PARTNERS — ASV PARTNERS 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250618052008NAL0001223283001
ASV PARTNERS
Form 5500-SF
FILING_RECEIVED
ASV PARTNERS 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
44
Accounts w/ balance
61
Plan assets (EOY)
$989K
Net assets (EOY)
$989K
Plan health score (directional)
89
/ 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
100
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
ASV PARTNERS
.
Find decision makers
Plan sponsor
Name
ASV PARTNERS
EIN
46-4502656
Address
315 W PONCE DE LEON AVE · SUITE 930 · DECATUR, GA · 30030
Phone
(678) 949-9001
Industry
Other Services (ex. Public Admin)
see all
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
2025-06-18
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 Other Services (ex. Public Admin) plans
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SUMMERS AND SON FUNERAL HOME, LLC, 401(K) PROFIT SHARING PLAN
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SHANNON FUNERAL SERVICE, INC.
SHANNON FUNERAL SERVICE, INC., 401(K) PROFIT SHARING PLAN
$988K · 9 participants
SANTEIU VAULTS, INC.
SANTEIU VAULTS, INC. 401(K) PLAN
$992K · 29 participants
OTT/HAVERSTOCK FUNERAL CHAPEL, INC.
OTT/HAVERSTOCK FUNERAL CHAPEL, INC., 401(K) PROFIT SHARING PLAN
$985K · 5 participants
TAYLOR MORTUARY, INC.
100
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TAYLOR MORTUARY, INC., INTEGRATED 401(K) PROFIT SHARING PLAN
$984K · 7 participants
ROSE CHAPEL INC
ROSE CHAPEL INC 401K PROFIT SHARING PLAN
$984K · 7 participants
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UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
