ALEX Denstman signed Ashley, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ashley, Inc.'s EIN is 52-1126145.
Download the official 2023 Form 5500 (PDF) for Ashley, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ashley, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY DBA MATRIX TRUST C | 75-3182674 | — | CUSTODIAN/RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $57K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.8M | 13.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.0M | 9.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.9M | 9.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.7M | 8.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.7M | 8.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.7M | 8.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.6M | 8.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.5M | 7.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $873K | 4.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $656K | 3.3% | |
| Harbor Capital Appreciation | Other securities | — | — | $610K | 3.1% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $555K | 2.8% | |
| MORLEY STABLE VALUE FUND 25 BPS(TER UNION BOND & TRUST COMPANY · EIN 93-6274325 / PN 001 | Common Collective Trust | — | — | $420K | 2.1% | |
| Wasatch Small Cap Growth | Other securities | — | — | $374K | 1.9% | |
| Participants Various Maturities - | Other securities | — | — | $350K | 1.8% | |
| Vanguard Windsor II | Mutual Funds | — | — | $272K | 1.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $175K | 0.9% | |
| LSV Small Cap Fund - Inst | Other securities | — | — | $158K | 0.8% | |
| BlackRock Global Allocation | Other securities | — | — | $137K | 0.7% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $128K | 0.6% | |
| American Fund Europacific Growth R6 | Other securities | — | — | $128K | 0.6% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $108K | 0.5% | |
| Ninety One Emerging Markets Equity | Other securities | — | — | $37K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.