Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
ASHAR GROUP, LLC
EIN 65-1227434Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
47
1551 SANDSPUR ROAD -SUITE 140 - MAITLAND, FL 32751321-441-1115mypolicyvaluation.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 47 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASHAR GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ASHAR GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASHAR GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.9M | 24 | 2025 | |
| 002 | ASHAR GROUP, LLC CASH BALANCE PLAN | CashBalance | $2.4M | 23 | 2025 |
Retirement plans