How big is Asante Asset Management LLC's plan?

Asante Asset Management LLC's plan reported $617K in assets and 9 participants for 2024.

Original filing (PDF)20251010110813NAL0012395792001

Asante Asset Management LLC

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

Form 5500-SF

FILING_RECEIVED

Asante Asset Management LLC 401(k) Plan

Defined-contribution retirement plan · Asante Asset Management LLC's Asante Asset Management LLC 401(k) Plan held $617K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$617K

Net assets (EOY)

$617K

People on this filing

Richard Tatum signed Asante Asset Management LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Asante Asset Management LLC's EIN is 84-4008785.

EIN 84-4008785

Plan number 001

Plan year 2024

ACK ID 20251010110813NAL0012395792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Asante Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Asante Asset Management LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASANTE ASSET MANAGEMENT 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score