Original filing (PDF)20240117130838NAL0001138947001

Ashland Securities, LLC

Name: Ashland Securities, LLC — Ashland Securities, LLC, Form 5500 (2023)
Creator: Ashland Securities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ashland Securities, LLC Profit Sharing Plan

Defined-contribution retirement plan · Ashland Securities, LLC's Ashland Securities, LLC Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Ashland Securities, LLC's EIN is 83-0657092.

EIN 83-0657092

Plan number 001

Plan year 2023

ACK ID 20240117130838NAL0001138947001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ashland Securities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ashland Securities, LLC's plan includes profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASHLAND SECURITIES, LLC.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score