Original filing (PDF)20241001082555NAL0006797313001

ASC WEALTH & RETIREMENT ADVISORS, LLC

Name: ASC WEALTH & RETIREMENT ADVISORS, LLC — ASC WEALTH & RETIREMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ASC WEALTH & RETIREMENT ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

ASC WEALTH & RETIREMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

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.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ASC WEALTH & RETIREMENT ADVISORS, LLC

EIN

47-3680053all filings

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 735-9800

Industry

Finance & Insurancesee all

Plan administrator