How big is Asante Capital Group Advisors' plan?

Asante Capital Group Advisors' plan reported $2.7M in assets and 24 participants for 2024.

Original filing (PDF)20250403074059NAL0019421426001

Asante Capital Group Advisors

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

Form 5500-SF

FILING_RECEIVED

Asante Capital Group Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Asante Capital Group Advisors' Asante Capital Group Advisors 401(k) Profit Sharing Plan & Trust held $2.7M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

ALKA Patel signed Asante Capital Group Advisors' 2024 Form 5500 as plan administrator.

ALKA Patel — 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

Asante Capital Group Advisors' EIN is 99-0362345.

EIN 99-0362345

Plan number 001

Plan year 2024

ACK ID 20250403074059NAL0019421426001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Asante Capital Group Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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