# Ashe Benefits 401(K) Advisory Services, Ltd.

> Ashe Benefits 401(K) Advisory Services, Ltd. is a state-registered investment advisory firm in Naperville, IL, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 289513
- Filed as: ASHE BENEFITS 401(K) ADVISORY SERVICES, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289513
- AdvisorCensus page: https://advisorcensus.com/firm/ashe-benefits-401-k-advisory-services-ltd-naperville-il-289513

## Quick answers

**How is Ashe Benefits 401(K) Advisory Services, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Ashe Benefits 401(K) Advisory Services, Ltd. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ashe Benefits 401(K) Advisory Services, Ltd. located?**
Ashe Benefits 401(K) Advisory Services, Ltd.'s principal office is in Naperville, IL, according to its Form ADV.

**Is Ashe Benefits 401(K) Advisory Services, Ltd. registered with the SEC or a state?**
Ashe Benefits 401(K) Advisory Services, Ltd. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289513.

**How much does Ashe Benefits 401(K) Advisory Services, Ltd. manage?**
Ashe Benefits 401(K) Advisory Services, Ltd. reports $72,060,764 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**What types of clients does Ashe Benefits 401(K) Advisory Services, Ltd. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Ashe Benefits 401(K) Advisory Services, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289513

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $72,060,764
- Discretionary: $0
- Non-discretionary: $72,060,764

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $72,060,764 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ashe Benefits 401(K) Advisory Services, Ltd. (CRD 289513): Form ADV filing data as of October 2026.