Original filing (PDF)20250625091256NAL0018999490001

AASTED NORTH AMERICA, INC.

Name: AASTED NORTH AMERICA, INC. — AASTED NORTH AMERICA, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: AASTED NORTH AMERICA, INC.

Form 5500-SF

FILING_RECEIVED

AASTED NORTH AMERICA, INC. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AASTED NORTH AMERICA, INC..

Plan sponsor

Name

AASTED NORTH AMERICA, INC.

EIN

47-1622312

Address

775 ASH ST · 200 · CANTON, GA · 30114

Phone

(678) 880-8098

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-25

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 All Other Professional Services plans

TRUE CUT TREE CARE LLC

TRUE CUT TREE CARE LLC 401(K) PROFIT SHARING PLAN & TRUST

$105K · 8 participants

CLUB SOURCING INC.

CLUB SOURCING INC RETIREMENT PLAN AND TRUST

$105K · 4 participants

ADVOCATE COMMERCIAL REAL ESTATE ADVISORS

ADVOCATE COMMERCIAL REAL ESTATE ADVISORS RETIREMENT TRUST

$105K · 15 participants

GREENLEAF JOB TRAINING SERVICES, INC.

GREENLEAF JOB TRAINING SERVICES INC. 401(K) PLAN

$106K · 17 participants

GARRETT R SWANSON DMD, PC DBA SWANSON DENTAL GROUP