· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASHLAND PARTNERS & COMPANY LLP — ASHLAND PARTNERS & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709131847NAL0007642128001
ASHLAND PARTNERS & COMPANY LLP
Form 5500-SF
FILING_RECEIVED
ASHLAND PARTNERS & COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
49
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASHLAND PARTNERS & COMPANY LLP
.
Find decision makers
Plan sponsor
Name
ASHLAND PARTNERS & COMPANY LLP
EIN
91-1854187
Address
3512 EXCEL DRIVE, SUITE 103 · MEDFORD, OR · 97504
Phone
(541) 864-1647
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-09
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
KLP TAX & FINANCIAL GROUP, INC.
KLP TAX & FINANCIAL GROUP, INC 401(K) PLAN
$2.1M · 5 participants
LEGARE BAILEY & HINSKE LLC
LEGARE BAILEY & HINSKE LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 13 participants
EDWARD GREENBERG
EDWARD GREENBERG KEOGH PROFIT SHARING PLAN
$2.1M · 2 participants
GAYLORD & KELLY, P.C.
GAYLORD & KELLY, P.C. 401(K) PLAN
$2.1M · 12 participants
THE HURST COMPANY CPAS PA
THE HURST COMPANY 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 12 participants
CHARLES KRENGEL PA
CHARLES KRENGEL PA RETIREMENT PLAN
$2.1M · 6 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
