How big is Asset Specialists, Inc.'s plan?

Asset Specialists, Inc.'s plan reported $726K in assets and 6 participants for 2024.

Original filing (PDF)20250723131438NAL0001910531001

Asset Specialists, Inc.

Name: Asset Specialists, Inc. — Asset Specialists, Inc., Form 5500 (2024)
Creator: Asset Specialists, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Asset Specialists, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Asset Specialists, Inc.'s Asset Specialists, Inc. 401(k) Profit Sharing Plan held $726K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

Plan identifiers

Asset Specialists, Inc.'s EIN is 65-0223764.

EIN 65-0223764

Plan number 001

Plan year 2024

ACK ID 20250723131438NAL0001910531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Asset Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Asset Specialists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 ASSET SPECIALISTS, INC..

Finding similar companies…

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