· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASHWORTH LEININGER GROUP — ASHWORTH LEININGER GROUP PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250803170949NAL0000454497001
ASHWORTH LEININGER GROUP
Form 5500-SF
FILING_RECEIVED
ASHWORTH LEININGER GROUP PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
35
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASHWORTH LEININGER GROUP
.
Find decision makers
Plan sponsor
Name
ASHWORTH LEININGER GROUP
EIN
77-0435729
Address
601 EAST DAILY DRIVE, SUITE 302 · CAMARILLO, CA · 93010
Phone
(805) 764-6010
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
CALFEE HALTER & GRISWOLD LLP
CALFEE, HALTER & GRISWOLD LLP CASH BALANCE PENSION TRUST AND PLAN
$12.6M · 81 participants
KOTZ, SANGSTER, WYSOCKI P.C.
KOTZ SANGSTER WYSOCKI P.C. RETIREMENT SAVINGS PLAN
$12.6M · 38 participants
FOLEY,SMIT,O'BOYLE & WEISMAN
FOLEY,SMIT,O'BOYLE & WEISMAN
$12.6M · 49 participants
PAULE, CAMAZINE & BLUMENTHAL, P.C.
PAULE, CAMAZINE & BLUMENTHAL 401(K) / PROFIT SHARING PLAN
$12.6M · 53 participants
THE PHIA GROUP, LLC
THE PHIA GROUP, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$12.6M · 208 participants
PLAVE KOCH PLC
PLAVE KOCH PLC 401(K) PROFIT SHARING PLAN
$12.6M · 19 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B