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Sponsor portfolio

ASHISH HOLDINGS LLC

EIN 05-0567489-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
19
1925 EAST BELT LINE RD., SUITE 180 - CARROLLTON, TX 75006469-878-8477
Plans on this EIN
2 filings
#002CashBalance-$2.5M - 8 part#001401k-$341K - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CASH BALANCE PENSION (#002)88%
  • ASHISH HOLDINGS 401(K) (#001)12%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASHISH HOLDINGS 401(K) (#001)11
  • CASH BALANCE PENSION (#002)8
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ASHISH HOLDINGS LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ASHISH HOLDINGS 401(K) PLAN

401k

Assets$341K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASHISH HOLDINGS LLC CASH BALANCE PENSION PLANCashBalance$2.5M82025
001ASHISH HOLDINGS 401(K) PLAN401k$341K112025
Retirement plans
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