Ashton Woods Homes Retirement Savings Plan — Form 5500 plan (Ashton Woods Usa, LLC.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ashton Woods Homes Retirement Savings Plan is a benefit plan reported by Ashton Woods Usa, LLC. under EIN 37-1590746 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,441 participants and $97,110,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashton Woods Usa, LLC.
- EIN
- 37-1590746
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 1,441
- End-of-year plan assets
- $97,110,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,441 | H, C | 20241011083610NAL0021532737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,110,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,110,810
- Net assets (BOY)
- $77,807,632
Income & contributions
- Employer contributions
- $3,452,886
- Participant contributions
- $9,356,344
- Total contributions
- $13,374,349
- Total income / additions
- $27,199,766
Expenses & distributions
- Benefits paid
- $7,782,703
- Administrative expenses
- $126,757
- Total expenses
- $7,896,588
- Net increase / (decrease)
- $19,303,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment S | SERVICE PROVIDER | $75,000 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $30,623 | not reported in the loaded dataset | 2023 |
| Windham Brannon | SERVICE PROVIDER | $16,000 | not reported in the loaded dataset | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $13,964 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,134 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ashton Woods Usa, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Northwestern Mutual Investment S — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Windham Brannon — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation