Original filing (PDF)20240117130838NAL0001138947001

ASHLAND SECURITIES, LLC

Name: ASHLAND SECURITIES, LLC — ASHLAND SECURITIES, LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ASHLAND SECURITIES, LLC

Form 5500-SF

FILING_RECEIVED

ASHLAND SECURITIES, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASHLAND SECURITIES, LLC.

Plan sponsor

Name

ASHLAND SECURITIES, LLC

EIN

83-0657092

Address

80 S.W. 8TH STREET · SUITE 2000 · MIAMI, FL · 33130

Phone

(305) 279-3176

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-22

Filed

2024-01-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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