How big is ASC Trust, LLC's plan?

ASC Trust, LLC's plan reported $8.8M in assets and 53 participants for 2024.

Original filing (PDF)20250513003406NAL0013021539001

ASC Trust, LLC

Name: ASC Trust, LLC — ASC Trust 401(k) Retirement Savings, Form 5500 (2024)
Creator: ASC Trust, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ASC Trust 401(k) Retirement Savings Plan

401(k) retirement plan · ASC Trust, LLC's ASC Trust 401(k) Retirement Savings Plan held $8.8M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

ASC Trust, LLC's EIN is 66-0886903.

EIN 66-0886903

Plan number 001

Plan year 2024

ACK ID 20250513003406NAL0013021539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ASC Trust, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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