Original filing (PDF)20250625063655NAL0007809313001

ASH INVESTMENT PARTNERS, LLC

Name: ASH INVESTMENT PARTNERS, LLC — ASH INVESTMENT PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: ASH INVESTMENT PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

ASH INVESTMENT PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ASH INVESTMENT PARTNERS, LLC

EIN

88-1625672all filings

Address

3060 PEACHTREE RD NW SUITE 1400 · ATLANTA, GA · 30305

Phone

(470) 795-5505

Industry

Finance & Insurancesee 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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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