AUMdb

Ashling Partners Llc 401(k) Plan

Sponsored by Ashling Partners Llc · EIN 822986155 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
139
With balances
167

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Ins Recordkeeping, Participant loan processing, Investment management fees (indirect) $24,543
Admin Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $11,841
Empower Annuity Insurance Company Recordkeeping fees $3,795
Advised Assets Group, Lloc Investment management $43