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Sponsor portfolio

ASHBY INC

EIN 38-4097461-computer software-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$2.7M premiums
Participants
400
49 GEARY STREET, SUITE 411 - SAN FRANCISCO, CA 94108925-391-8292ashbyhq.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$9.4M - 217 part#501Fully Insured-$2.7M - 326 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 326 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • BLUE CROSS OF CALIFORNIA100%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $62K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ASHBY 401(K) PLAN

401k

Assets$9.4M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASHBY INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.7M
Covered lives326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASHBY 401(K) PLAN401k$9.4M2172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASHBY INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.7M3262025
Retirement plans
Welfare plans
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