How big is ASH Investment Partners, LLC's plan?

ASH Investment Partners, LLC's plan reported $225K in assets and 8 participants for 2024.

Original filing (PDF)20250625063655NAL0007809313001

ASH Investment Partners, LLC

Name: ASH Investment Partners, LLC — ASH Investment, Form 5500 (2024)
Creator: ASH Investment Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ASH Investment Partners 401(k) Plan

401(k) retirement plan · ASH Investment Partners, LLC's ASH Investment Partners 401(k) Plan held $225K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Sarah Kaplan signed ASH Investment Partners, LLC's 2024 Form 5500 as plan administrator.

Sarah Kaplan — 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

ASH Investment Partners, LLC's EIN is 88-1625672.

EIN 88-1625672

Plan number 001

Plan year 2024

ACK ID 20250625063655NAL0007809313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ASH Investment Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ASH Investment Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ASH INVESTMENT PARTNERS, LLC.

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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

Knocking points off