How big is Ashley Rountree & Assoc's plan?

Ashley Rountree & Assoc's plan reported $12K in assets and 6 participants for 2024.

Original filing (PDF)20251229132530NAL0010217891001

Ashley Rountree & Assoc

Name: Ashley Rountree & Assoc — Ashley Rountree & Assoc, Form 5500 (2024)
Creator: Ashley Rountree & Assoc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ashley Rountree & Assoc CBS Benefit Plan

Health & welfare plan · Ashley Rountree & Assoc's Ashley Rountree & Assoc CBS Benefit Plan held $12K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

People on this filing

Joseph HSU signed Ashley Rountree & Assoc's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Ashley Rountree & Assoc's EIN is 92-0189579.

EIN 92-0189579

Plan number 501

Plan year 2024

ACK ID 20251229132530NAL0010217891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ashley Rountree & Assoc from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ashley Rountree & Assoc's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASHLEY ROUNTREE & ASSOC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score