# Ashling Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/ashling-partners-llc-401k-plan

> Ashling Partners LLC's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ashling Partners LLC

- **Sponsor EIN:** 822986155

- **Sponsor Address:** 1 E. WACKER DR, SUITE 3500, CHICAGO, IL, 60601

- **Plan Type:** 401(k)

- **Total Participants:** 139

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|139|$7.2M|$93,874|$1.3M|

| 2023|117|$5.4M|$190,525|$1.3M|

| 2022|130|$2.9M|$200,810|$1.3M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS|RECORDKEEPER|$24,543|—|$24,543|

| ADMIN GROUP, LLC DBA TAG RESOURCES|RECORDKEEPER|$11,841|—|$11,841|

| COULTIER & JUSTUS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [ADMIN GROUP, LLC DBA TAG RESOURCES](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,384

- **Estimated Expense Ratio:** 0.505% of plan assets

### 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|$40,222|$43|—|—|—|

| 2023|$41,407|—|—|—|—|

| 2022|$23,525|—|$23,525|—|—|

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