Plan Snapshot
- Plan Sponsor: Ashgrove Holdings, LLC
- Sponsor EIN: 134122483
- Sponsor Address: 45610 WOODLAND ROAD SUITE 200, STERLING, VA, 20166
- Plan Type: 401(k)
- Total Participants: 1,090
- Total Assets: $89.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,090 | $89.8M | $2.8M | $6.0M |
| 2023 | 890 | $81.4M | $2.5M | $5.7M |
| 2022 | 1,011 | $65.5M | $2.2M | $4.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $152,047 | $50,000 | — | — | — |
| 2023 | $135,250 | $50,000 | — | — | — |
| 2022 | $181,265 | $119,020 | $62,245 | — | — |