# ASHE BENEFITS 401(K) ADVISORY SERVICES ASHE BENEFITS 401(K) ADVISORY SERVICES is an Asset Manager based in United States. ## Overview - **Organization type:** Asset Manager - **Headquarters:** United States - **Region:** North America - **Assets under management:** Undisclosed ## Regulatory record - **CRD number:** 289513 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289513 ## About ASHE BENEFITS 401(K) ADVISORY SERVICES, LTD. is a state-registered investment adviser in Naperville, IL. The firm manages approximately $72 million in regulatory assets. It has 1 employee and 1 investment adviser. ## Sectors - Retirement Services - Financial Advisory ## Questions ### Does ASHE BENEFITS manage assets on a discretionary basis? No. The firm operates in an advisory and consulting capacity rather than as a discretionary investment manager. It guides plan sponsors on fund selection and fiduciary process but does not directly manage plan assets. ### Is ASHE BENEFITS affiliated with a recordkeeper or bundled 401(k) provider? Available public records do not indicate any ownership or exclusive affiliation with a recordkeeping platform. The firm's independence allows it to evaluate third-party providers without embedded conflicts tied to proprietary products. ### What regulatory framework governs the firm's advisory activities? As a fiduciary to ERISA-covered plans, the firm's activities are subject to the Employee Retirement Income Security Act and related Department of Labor regulations governing investment advice, fee disclosures, and prohibited transaction exemptions. ## Related profiles - [SafeBridge](https://altss.com/profile/safebridge-llc) - [NRG Wealth Management](https://altss.com/profile/nrg-wealth-management) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/ashe-benefits-401k-advisory-services-ltd Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology