Original filing (PDF)20250918100238NAL0000604563001

ASHCRAFT & GEREL, LLP

Name: ASHCRAFT & GEREL, LLP — ASHCRAFT & GEREL LLP RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ASHCRAFT & GEREL, LLP

Form 5500-SF

FILING_RECEIVED

ASHCRAFT & GEREL LLP RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASHCRAFT & GEREL, LLP.

Plan sponsor

Name

ASHCRAFT & GEREL, LLP

EIN

53-0243321

Address

8403 COLESVILLE ROAD · SUITE 1250 · SILVER SPRING, MD · 20910

Phone

(301) 770-3737

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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