How big is Ashwood Advisors, LLC's plan?

Ashwood Advisors, LLC's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250606091704NAL0009809299001

Ashwood Advisors, LLC

Name: Ashwood Advisors, LLC — Ashwood Advisors, LLC 401(k), Form 5500 (2024)
Creator: Ashwood Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ashwood Advisors, LLC 401(k) Plan

401(k) retirement plan · Ashwood Advisors, LLC's Ashwood Advisors, LLC 401(k) Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Ashwood Advisors, LLC's EIN is 51-0529200.

EIN 51-0529200

Plan number 002

Plan year 2024

ACK ID 20250606091704NAL0009809299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ashwood Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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