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  2. ASBURY MANAGEMENT SERVICES, LLC
Sponsor portfolio

ASBURY MANAGEMENT SERVICES, LLC

EIN 47-1395306-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
158
2764 CHALFORD CIRCLE NW - NORTH CANTON, OH 44720330-936-4010
Plans on this EIN
2 filings
#001401k-$1.5M - 97 part#002CashBalance-$825K - 61 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 158 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • MANAGEMENT SERVICES 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT SERVICES 401(K) (#001)97
  • CASH BALANCE PLAN (#002)61
Total 158Click 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#001

ASBURY MANAGEMENT SERVICES 401(K) PLAN

401k

Assets$1.5M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ASBURY MANAGEMENT CASH BALANCE PLAN

CashBalance

Assets$825K
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ASBURY MANAGEMENT SERVICES 401(K) PLAN401k$1.5M972025
002ASBURY MANAGEMENT CASH BALANCE PLANCashBalance$825K612025
Retirement plans
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