How big is Ashby Management Group's plan?

Ashby Management Group's plan reported $522K in assets and 10 participants for 2024.

Original filing (PDF)20250611174033NAL0015993809001

Ashby Management Group

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

Form 5500-SF

FILING_RECEIVED

Ashby Management Group 401(k) P/S Plan

401(k) retirement plan · Ashby Management Group's Ashby Management Group 401(k) P/S Plan held $522K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$522K

Net assets (EOY)

$522K

People on this filing

Theodore Arnoldus signed Ashby Management Group's 2024 Form 5500 as plan administrator.

Theodore Arnoldus — 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

Ashby Management Group's EIN is 86-3273060.

EIN 86-3273060

Plan number 001

Plan year 2024

ACK ID 20250611174033NAL0015993809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ashby Management Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASHBY MANAGEMENT GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ASHBY MANAGEMENT GROUP

EIN

all filings

Address

9350 S 150 E STE 420 · SANDY, UT · 84070

Phone

(801) 572-8949

Industry

Professional & Technical Services

Plan administrator